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Clip: The Right Investment Manager is Crucial to Success

December 9, 2021

Clip: The Right Investment Manager is Crucial to Success

Watch Jeb Bashaw talk about evaluating asset managers in this clip from Why Advisors Use Alts Series 1: Real Investing Strategies from a Real Advisor.

Blue Vault subscribers can watch the webinar on-demand here

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

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John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.