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Vanderbilt Financial Group

Founded in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is the “Sustainable Broker Dealer.” The firm is the first Independent BD committed to investing with purpose. Through Impact Investments the firm offers investments in socially and/or environmentally responsible, ethical, and impactful opportunities. In 2014 the firm was recognized with the MAP Vital Factors Solutions® Presidential Award for achieving excellence through implementing the MAP Management System™. Vanderbilt’s refreshing, unique, and progressive culture is a driving force to continue to be innovative constantly striving to positively impact their community.
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Recent Posts

Extreme Growth in Green Bonds

Posted by Vanderbilt Financial Group on 8/31/17 12:38 PM

It’s no secret that Impact Investing has been gaining popularity (we certainly talk about it a lot) .  As more and more financial advisors become curious, we’ve found many are surprised to learn of the various ways to invest impactfully, perhaps most notably through Green Bonds.

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Topics: Impact Investing, Green Finance

A Story of Two Impact 'Aha! Moments'

Posted by Vanderbilt Financial Group on 8/24/17 9:20 AM

You may remember our blog “Impact Investing: Aware, Unaware, and Just Don’t Care”, in which we acknowledge that many advisors are unaware to impact investing, or just don’t care about it until they hear a story that leads them to their Impact Aha! moment. This story can be from a fellow advisor who has attracted many millennial investors, from a fund company outperforming their competition or from a seminar discussing the imminent $30 trillion dollars in wealth transfer with much of it expected to go ESG.

If you have not had your Aha moment yet, we’d like to share two stories in hopes that you will be inspired and enlightened.
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Topics: Impact Investing

Advisor Advice: Finding Rhythm as an Independent FA

Posted by Vanderbilt Financial Group on 8/15/17 1:20 PM

In last week’s Advisor Advice blog, “Reasons to Leave Your Wirehouse,” we shared some of the benefits of leaving a wirehouse and joining and Independent Broker Dealer.  Being independent frees you up since you no longer have a sales manager or quota sitting on top of you. Having all this newfound freedom can be scary as you need to learn to manage yourself.

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Topics: Financial Advisors, Broker Dealer, Independent Financial Advisor, Client Relationships, independent broker dealer

Advisor Advice: Reasons to Leave Your Wirehouse (Can You Say "IMPACT?")

Posted by Vanderbilt Financial Group on 8/8/17 11:46 AM

As a financial advisor, one of the most rewarding things you could do is leave your wirehouse to go to an independent broker dealer. Wirehouses and big firms can cause advisors to feel limited, cheated, or held back. Joining an independent broker dealer means you no longer have a sales manager or quota, you are free to pursue a spectrum of investments.

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Topics: Financial Advisors, Broker Dealer, Independent Financial Advisor, independent broker dealer

Can Small to Midsize Broker Dealers Survive?

Posted by Vanderbilt Financial Group on 8/1/17 4:40 PM


 

Guest Vlogger: Jodie Papike, President of Cross-Search

 

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Topics: Independent Financial Advisor, independent broker dealer, Vanderbilt Financial Group

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