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The Blue Vault Broker Dealer Partnership Program (BDPP) allows partnering Broker Dealers to share Blue Vault’s alternative investment research with its financial advisors. Twenty-four industry-leading Broker Dealers have chosen to partner with Blue Vault in this manner for the purpose of providing greater transparency to its advisors.
         
     


  • 1st Global
  • Advisor Group
  • American Portfolios
  • Ameriprise Financial
  • Ameritas Investment Corp.
  • Calton & Associates, Inc.
  • Cambridge Investment Research, Inc.
  • Capital Investment Group, Inc.
  • Cetera Financial Group
 
  • Commonwealth Financial Network
  • Geneos Wealth Management, Inc.
  • Great Nation Investment Corporation
  • Investment Professionals, Inc.
  • Kalos Financial, Inc.
  • Kovack Securites, Inc.
  • LPL Financial
  • Money Concepts
 
  • ProEquities, Inc.
  • Securities America, Inc.
  • Sigma Financial Corporation/Parkland Securities, LLC
  • The O.N. Equity Sales Company
  • The Strategic Financial Alliance, Inc.
  • Triad Advisors, LLC
  • Voya Financial Advisors 
         
For information on advertising, reprint licensing or custom research, see our Digital Media Kit and please email Brooke.Heffington@BlueVaultPartners.com or dial 678‑456‑4290.

 

 

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.

Loreen M. Gilbert President, WealthWise Financial Services Blue Vault July 6, 2016