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Blue Vault is proud to attend IPA Vision 2016 in Chicago, this week.

October 17, 2016

Blue Vault is proud to attend IPA Vision 2016 in Chicago, October 17-20.

“IPAVision 2016 brings the industry together like never before, offering an immersive and interactive program focused squarely on our industry’s future. Professionals from across the Direct Investment community have the opportunity to network with their peers and work together toward our collective success and industry growth.” – IPA

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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.