Inside the V(ALT), with Mike Huisman of UMB Bank[full episode]

September 15, 2020

Inside the V(ALT), with Mike Huisman of UMB Fund Services

In Episode Twelve of Inside the V(ALT), Mike Huisman (Senior Vice President/Director of Transfer Agency, UMB Fund Services) and Stacy Chitty (Managing Partner, Blue Vault) discuss the activity level of new product introductions, how sponsors are working through the product development process, the push towards a digital marketplace, 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.

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