Welcome to Blue Vault Community Groups for Wealth Advisors

At Blue Vault, we believe that collaboration and continuous learning are key to thriving in the ever-evolving world of alternative investments. That’s why we’re excited to introduce our new Community Groups for wealth advisors. These groups are designed to bring advisors together regionally and virtually, fostering a year-round environment of growth, support, and innovation.

Why Join a Community Group?

    • Peer-Led Groups: Run by wealth advisors like you, these groups provide a platform for sharing alternative investment insights, challenges, and strategies in a collaborative environment once a month.
    • Educational Resources: Blue Vault will provide each group with access to educational content, and industry speakers focused on alternative investments and practice management.
    • Networking Opportunities: Build lasting relationships with fellow wealth advisors in your region, enhancing your professional network and broadening your perspectives.

How It Works

  1. Sign Up: Complete the registration form.
  2. Virtual Meetings: Participate in regular virtual meetings to discuss industry trends, challenges, and opportunities.
  3. In-Person Gathering: Join us at the Blue Vault Alts Summit, March 10-12, 2025, where all community groups will meet in person for an enriching experience of learning and networking.

Our Commitment to You

Founded in 2009, Blue Vault is dedicated to transparency, education, and access. We strive to provide valuable performance information that was once buried deep in financial statements and filings, making it easier for wealth advisors to make informed decisions about alternative investments.

By joining a Blue Vault Community Group, you’ll gain:

    • Exclusive Resources: Access to educational content to expand your alternative investment knowledge.
    • Expert Speakers: Insights from top professionals in the alternative investments industry and practice management.
    • Professional Growth: Opportunities to enhance your practice through shared knowledge and collaboration.

Join Us at the Alts Summit

Mark your calendar for March 10-12, 2025. The Blue Vault Alts Summit is the perfect culmination of our community groups, offering a chance to meet your peers in person, exchange ideas, and deepen your understanding of alternative investments.

We look forward to welcoming you to our community and seeing you at the Alts Summit!

Sign up to be part of our vibrant, growing community.

Access Detailed Asset Manager and Offering Information

Become a member to access our detailed reports and get info on sponsor acquisitions, capital raise and financials.