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Sample NTR Industry Review Open Q1 2017 XYZTrust

December 4, 2017
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Sample_NTR_Industry_Review_Open_Q1_2017_XYZTrust.pdf
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DateDecember 4, 2017
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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