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.

Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
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.