ABOUT US
WHO IS VANDERBILT?
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a “family office” feel. Headquartered in a LEED-certified Platinum building, our commitment to changing the world begins at home in our office and within our culture. We are a unified team driven by shared values of gratitude, respect, innovation, teamwork, and trustworthiness which we constantly apply to our clients, our community, and our environment.
HOW ARE WE CONNECTED?
As your Financial Advisors’ Broker Dealer, we are uniquely connected. An easy way to understand our connection is to think of you the client, your Financial Advisor, we the Broker Dealer, and our Clearing Firm as paper dolls holding hands.
CLIENT
As a client of Vanderbilt, you benefit from the relationships of your advisor, your broker dealer and your clearing firm. In addition to the services your Advisor offers, you have access to Vanderbilt’s support.
ADVISOR
All of our advisors were carefully selected to join Vanderbilt based on their skill, success, and culture. We share our core values and our dedication to helping to position their clients for success.
BROKER DEALER
A Broker Dealer is an introducing investment firm that bridges the gap between the advisor and the clients’ investments. We offer full technical and operational support to advisors as the direct line between them and your investments. We also provide ongoing education and skill training to keep our advisors current in ever-changing markets.
CLEARING FIRM
A Clearing Firm is the custodian of the equity and fixed income investments. Vanderbilt clears through Fidelity Clearing & Custody Solutions.
