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 Independent Broker Dealer doing business differently than anyone else in our field. We are constantly learning and applying new ways of doing thing- whether it’s learning a new program that improves our business, infusing gamefication into our workplace, or becoming a sustainable and green firm, we are passionate about being a modern pioneer and different kind of broker dealer. We are a unified team driven by shared values of; gratitude, respect, innovation, teamwork, and trust. At Vanderbilt we are focused on finding ways of bettering ourselves and those around us while always applying our values to our clients, our community, and our environment.
