Founded in 2009, Blue Vault was built on the belief that transparency and education are essential ingredients of research. We are committed to providing access to valuable performance information that was once stored only deep inside financial statements and filings, and often difficult to obtain. It is our mission to provide the most in-depth and thorough research available on alternative investments, including nontraded REITs, BDCs, and Closed-End Funds, Interval Funds and Private Offerings to help educate financial advisors and help protect investors. We invite you to take a look inside our blue "Vault" and see for yourself how our research services can help provide you with the transparency the industry has lacked in the past and help educate you on the true performance of these investments.
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.