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Blue Vault uncovers valuable performance information that was once stored only deep inside financial statements and filings, and often is difficult to obtain. It is our mission to provide the most in-depth and thorough research available in the Nontraded REIT, Nontraded BDC, Interval Fund, Nontraded CEF, and Private Offering industries to help educate financial advisors and protect their investors.
Essentials for Partners
Online Essentials for Partners pricing is reserved for retail wealth advisors whose broker dealer participates in the Blue Vault Broker Dealer Partnership Program*.
Should you subscribe online and not qualify for online Essentials for Partners pricing as a retail wealth advisor, we will cancel your subscription and refund your subscription fee less a $25 processing fee.
For more information on pricing:
Wealth advisors contact Dawn McDaniel at 678-456-4787 or Dawn.McDaniel@BlueVaultPartners.com
Product sponsors contact Stacy Chitty at Stacy.Chitty@BlueVaultPartners.com or 678-802-8717.
Contact Betsy Ricks at Betsy.Ricks@BlueVaultPartners.com or 678-456-4640 if you are a broker dealer, real estate investment company, investment bank, or any entity other than a sponsor or wealth advisor with a retail book of business.
Are you a member of the Financial Services Institute (FSI)? If yes, congratulations! Please inquire about available subscription discounts for wealth advisors and broker dealers only!
*Who are Blue Vault's Broker Dealer Partners?
American Portfolios Financial Services
Arvest Asset Management
Avantax Wealth Management
Calton & Associates
Cambridge Investment Research
Capital Analysts/Lincoln Investment Planning
Capital Investment Group
Cetera Financial Group
CUSO Financial Services
Geneos Wealth Management
Great Nation Investment Corporation
Ohio National Equity Sales Company
Sigma Financial Corporation
Silver Oak Securities
Sorrento Pacific Financial