UNLOCK THE POWER OF THE VAULT

Inside the V(ALT), with Gary Davi

July 21, 2021

Inside the V(ALT), with Gary Davi of Centersky

In this episode of Inside the V(ALT), Gary Davi discusses Centersky’s focus this year and moving forward, turning an IT department from a cost center to a revenue center, how Centersky’s approach can help both the wholesaler and the advisor, and more.

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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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.