Coming soon, Blue Vault's BluePoints...

BluePoints will be introduced to include information about product offerings which are not required to file public documents with the SEC. BluePoints aggregates multiple performance metrics and makes it easy for its readers to stay up-to-date with historical private placement offerings, which were previously difficult to consolidate and track. 

BluePoints is a comprehensive IBD alternative investment research publication with content that is easy to read, navigate, and understand.

Blue Vault does not offer investment advice and does not make buy or sell recommendations for any of the private placements monitored.

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.