ADVISORY SERVICES

Dorsey Wright & Associates

Vanderbilt Financial Group has partnered with Dorsey, Wright & Associates (DWA), an independent and privately owned registered investment advisory firm. Dorsey Wright’s expertise is technical analysis. We use Point and Figure charting, Relative Strength Analysis, and numerous other tools to analyze market data and deliver actionable insights. Their goal is to empower investors who endeavor to truly learn the craft of investing. Our money management products give investors a turn-key way to access these same strategies.

Envestnet

Offered through National Financial Managed Account Solutions. Envestnet is a leading provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products and advisory resources.

Custody

National Financial, a Fidelity Investments company, offers Vanderbilt Advisory Services access to a comprehensive clearing platform that includes a dedicated service model, a powerful global trading platform, and access to leading investment solutions — all designed to help them grow confidently. Their broad offering enables them to serve broker-dealers of various types and sizes, which means they can continue to support them as their businesses evolve. In addition to being a leading clearing provider in the U.S. for nearly 30 years, National Financial leverages the strength and experience of Fidelity Investments, one of the world’s largest providers of financial services. National Financial serves nearly 300 broker-dealers representing over $400 billion in assets under administration.

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Wealth Management Firm” for our commitment to providing financial advisors and their clients greater access to values-aligned investments. Headquartered in a LEED-certified Platinum building, our commitment to changing the world begins at home in our office and within our culture. Vanderbilt’s culture has garnered multiple awards and was most recently named a 2019 “Best Places to Work on Long Island” for the second consecutive year by Long Island Business News.

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125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: 631.845.5100

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates
Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB
Advisory Services offered through Vanderbilt Advisory Services, LLC
Insurance Services offered through Vanderbilt Insurance and other agencies
Clearing Agent: National Financial Services, LLC | Privacy Policy | SEC Rule 606 | Public BCP

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