UNLOCK THE POWER OF THE VAULT

Loreen M. Gilbert, CIMA, AIF, CRC, CLTC - President, WealthWise Financial Services

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.

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

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Blue Vault has been an important partner to Geneos in providing us and our advisors pertinent information about non-traded products and the industry as a whole. The annual BD Summit is a valuable due diligence experience for any broker dealer."

Austin Gross Due Diligence Coordinator and Marketing, Geneos Wealth Management Blue Vault Broker Dealer Educational Summit February 23, 2019