Our investment and due diligence teams are constantly at work engaging with advisors to ensure that we are bringing the most effective and efficient investment solutions to clients.
Our platform is also designed with ease of use in mind, integrating AI and focusing on the continuous growth of our investment universe, including our sustainable and impact solution set.
Our experienced and hardworking team of professionals provide customized back office support for each advisor, including assistance with day-to-day business processing, sales, and operational support.
Our team aids in speeding up processes that can be tedious, long, and bureaucratic at larger firms so that you can focus on what is really important — growing your business.
Using Docupace’s intuitive and innovative processing system to submit business, compliance approval are subsequent turnaround is an extremely quick and easy process.
Our consultative compliance team ensures that each piece of business is handled with an individualized approach that meets client’s needs and goals.
Transitions can be hard. At Vanderbilt, we are laser focused on making them easy for you. Our advisors and clients come to us with existing histories and stories, portfolios and priorities. Life is busy. We are here to ensure that your transition is as smooth as possible, and that we can support your vision for the future.
Transition support includes:
To provide our advisors with the most up to date resources and tools, we have engaged with the following partners:
We provide training and education designed to keep our advisors operating on the cutting edge. We offer individual and team training including:
Vanderbilt advisor partnerships offer:
We welcome advisors and clients to come visit us, to speak with our team and to learn more about what makes Vanderbilt such a unique community.