In addition to the standard equity order entry through National Financials Streetscape, Vanderbilt’s equity execution services group has over 80 years of collective equity trading and execution experience and focuses on execution services for all clients. They currently “work” equity and option orders for best execution and provide the highest quality of service which all Vanderbilt Advisors will be able to utilize for their own clients.
Fixed Income Desk
In addition to the standard fixed income order entry through National Financial Services, our Vanderbilt Bond Department, team of specialists draws on 60 years of experience and knowledge. They are committed to supporting associated professionals with your determined allocation into fixed income alternatives for the benefit of your clients. They serve as our conduit for information, alternatives and suggestions with CD’s, Treasuries, Agency, Corporate & Municipal bonds.
At Vanderbilt Securities we offer a full menu of Annuity Carriers available to our Financial Advisors. For a full list, click Variable Annuities List of Carriers above. Besides this list of carries, we periodically add new opportunities as needed.
At Vanderbilt Securities we offer a full menu of Mutual Funds available to our Financial Advisors. For a full list, click Mutual Funds List of Carriers above. Besides this list of carriers, we periodically add new opportunities as needed.
In addition to the standard option order entry through National Financials Streetscape, through Vanderbilt Financial Group, option orders of size or complex option strategies may be executed through Fidelity’s Capital Markets Options trading desk.
The Sector Department offers a unique investment strategy to Vanderbilt Financial Group’s Advisors exclusively. Sectors of the market are identified by their value, upside potential, competitive yield and beta. Additionally, a strict sell discipline is used both for upside and downside price objectives.
At Vanderbilt Financial Group we are continuously performing due diligence on various alternative investment products for our Financial Advisors. Currently we have selling agreements or are performing due diligence on the products listed
Vanderbilt Financial Group uses National Financial Services on a fully-disclosed basis to act as custodian of your securities and cash accounts in addition to executing and clearing trades through the exchange floors as well as ECN’s. In essence, the clearing firms act as our intermediary when providing financial services for all types of private and institutional clients.
National Financial (NFS) is a wholly owned subsidiary of Fidelity Investments and offers a variety of products including RMA & BSA accounts which feature unlimited check-writing, a Platinum MasterCard and a credit reserve which will loan you up to 50% of the value of marginable securities in your account. In addition to a host of retirement plans, NFS also offers fee-based products allowing you to choose from more than 1,500 load and no-load mutual funds. No matter what products you choose, you’ll receive a combined statement from NFS and a consolidated 1099 statement at the end of the year.
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.