We offer investments through Vanderbilt Securities (Member FINRA / SIPC), a full-service broker-dealer offering a comprehensive selection of specialized investment products including mutual funds, annuities, stocks, and other securities.
We also maintain the ability to offer fee-based investment advice by the hour for clients desiring an alternative to product recommendations (Request our Form ADV Part II disclosure for more specifics).
Products offered are selected on the basis of management's track record, past performance, timeliness, and structure. Meeting these criteria raises the probability of favorable outcomes for our investors.