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"We utilize real estate and private credit programs. It is very difficult to get the amount of information needed to do the due diligence needed to help my clients make smart decisions with their money. Blue Vault provides me with one place that I can utilize to understand all the workings in the real estate and private credit world. I can look up open and closed programs and understand how the company has really performed, the stuff that is hidden deep in their public facing reports. Blue Vault is easy to navigate and whenever I have talked to an individual at Blue Vault they are warm and engaging. When anyone asks, from compliance, to vendors to clients to other professionals, how we get the information we have, Blue Vault is the first name that comes out."
J. Kevin Best CFP®, MS, AEP® Personal Chief Financial Officer, Best Times Financial August 23, 2023
"Blue Vault has been an exceptional resource for our firm when it comes to non-traded alternative assets. The BV 'vault' is a wealth of historical data and BV subscriptions and conferences have introduced us to new investment opportunities and sponsors. They also help to keep me current on industry and economic trends. I am grateful for the role Blue Vault has played in growing this aspect of our business."
Carron Schmick Direct Investments Specialist, Ridgeline Private Wealth August 14, 2023
"The Blue Vault database and reports help us separate the facts from the marketing when looking at alternative investments. It also helps us keep on top of legacy alts that no longer have wholesalers who provide updates. If you are using or interested in using alternative investments, Blue Vault is a must."
Frederick E. Hubler, Jr. MBA CWS® CEO & Chief Wealth Strategist, Creative Capital Wealth Management Group; Contributor to Forbes.com August 3, 2023
“Always, but especially in this day of lawsuits and ever increasing regulations, the responsibility for a financial advisor t do their own due diligence on products they sell falls squarely on themselves. No one is going to take greater interest in protecting their practice than they are. We use the Blue Vault Partners Nontraded REIT Review to keep us informed of the performance of every single nontraded REIT. Finally, complete transparency is available for advisors using nontraded REITs. Every advisor using REITs in their practice should make the small annual investment of subscribing to Blue Vault’s reporting services.”
Gordon Dunne Managing Director, THE Financial Services NETWORK September 30, 2019
"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
The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.
Steve Siepak Director, Mutual Funds and Alternatives, National Planning Holdings, Inc. Blue Vault session at the recent National Planning Holdings National Conference September 13, 2017
I had no idea this service existed. I could have used it years ago! Great presentation and service!
James Darren Roberson Financial Advisor, First Bank Investment Partners, www.jdarrenroberson.com August 22, 2017 at The National, the annual NPH Educational Conference August 28, 2017
Blue Vault helps me to stay well informed on the financial status of both open and closed nontraded REITs and BDCs, so that I can help my clients better understand the product, before they make the decision to invest and after.
Ramón A. Rivera-Ramos Registered Principal, Kovack Securities, Inc. Blue Vault Nontraded REIT and Nontraded BDC Reviews September 1, 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.
Loreen M. Gilbert President, WealthWise Financial Services Blue Vault July 6, 2016
Best Due Diligence meeting in the industry. No sales pitches, senior level decision makers, meaningful discussions and the Broker Dealer networking sessions were especially useful. Thanks to Blue Vault for raising the bar!
Elizabeth Stevens SVP, Sandlapper Securities, LLC 2016 Broker Dealer Educational Summit 2016 May 30, 2016
The time (at Blue Vault's 2nd Annual Broker Dealer Educational Summit) proved extremely informative.
Derek Hayes Analyst, Cambridge Investment Research Broker Dealer Educational Summit 2016 May 30, 2016
BlueVault saves a lot of time and effort in obtaining good numbers for analysis and provides good insights to compare against my own.
Derek Hayes Analyst, Cambridge Investment Research Blue Vault's Services April 14, 2016
The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.
Matthew C. Strife Suitability Manager, The O.N. Equity Sales Company Broker Dealer Educational Summit 2016 April 14, 2016
Blue Vault's services are without question great resources for the review of the nontraded products offered.
Matthew C. Strife Suitability Manager, The O.N. Equity Sales Company Blue Vault Services April 11, 2016
I subscribe to Blue Vault to keep up with the sponsors and their wholesalers! The analysis keeps me up to date with the various portfolios and the way they are managed, including the differences between them.
Thomas E. Burns, III July 29, 2015 February 22, 2016
I have been using Blue Vault Partners for the past five years. I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs. The reports help me analyze which sponsors are doing a responsible job of managing their offerings. This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.
Gil Armour, CFP SagePoint Financial, Inc. February 3, 2016
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.
John E. Moriarty, ChFC Founder & President, e3 ConsultantsGROUP December 2015 February 3, 2016
Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.
Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC. July 7, 2015