We create portfolios primarily using exchange-traded funds (ETFs) that represent the variety of asset classes needed in order to achieve true diversification. 

What are ETFs?

Exchange-traded funds are low-cost index funds that mirror the performance of a specific market index or sector and trade like stocks on an exchange.

ETFs have numerous advantages over retail mutual funds:

• Low Cost: According to Morningstar, the average total operating expenses of the average U.S. Large Cap Stock mutual fund is 1.31%, while its ETF counterpart costs .47%.
• Tax Efficiency: ETFs are much more tax efficient than retail mutual funds because they have a lower turnover ratio and distribute fewer capital gains.
• Broad Diversification: ETFs provide exposure to a variety of market segments.

Fixed Income Solutions

Fixed income plays an integral role in the success of a diversified portfolio, and individual bonds may be purchased where it is advantageous to the overall portfolio.  Our firm has unparalleled access to fixed income specialists who have dedicated their entire careers to this asset class.  Their unique insight and enormous dedication to the bond market can help your fixed income investments to complement your overall portfolio.  Through Vanderbilt Partners Investment Solutions, you will receive world-class fixed income management that eliminates the expensive middlemen of large financial institutions.