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Blue Vault offers a wide range of alternative investment educational resources for financial advisors.  Independently driven, Blue Vault provides research and analysis on the actual performance of alternative investments including, nontraded REITs and BDCs, Interval Funds and Closed-End Funds. Founded in 2009, Blue Vault has become the most widely used, user-friendly, research provider for the alternative asset class, with financial advisors, Broker Dealers, RIAs, and investment management firms. 

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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.