Blue Vault Presented at The National, the Annual NPH Educational Conference for INVEST, NPC and SII Advisors
Stacy H. Chitty, Blue Vault’s Managing Partner, presented, “Nontraded REITs are like Mules” Tuesday, August 22, 2017 at 2:10pm CDT at The National, the annual NPH Educational Conference for INVEST, NPC and SII Advisors.
Blue Vault participated at The National, the annual NPH Educational Conference for INVEST, NPC and SII Advisors on August 20-23, 2017 in Nashville, Tennessee, where Managing Partner, Stacy H. Chitty, provided a market update on alternative investments sold in the independent Broker Dealer securities industry. National Planning Holdings, Inc. is a participant in Blue Vault’s Broker Dealer Partnership Program (BDPP). Broker Dealers participating in Blue Vault’s partnership program receive Blue Vault’s fact-based, performance alternative investment research. This research is made available to the Broker Dealer’s financial advisors at no additional cost to the advisors. 26 industry Broker Dealers are Blue Vault partnership program participants. Participating in the BDPP is separate from subscribing to Blue Vault’s research.
To learn more about The National, click here.
View the BDPP Partners here.
Curious about becoming a Broker Dealer Partner or a supporting sponsor?
Email Brooke.Heffington@BlueVaultPartners.com or dial 678-456-4290.
Brooke Heffington, Blue Vault Partners, Geoff Ihm, Senior VP Internal Sales Manager, and Raleigh Strobel, External Wholesaler, both with Black Creek Group Capital Markets, along with James Roberson, Financial Advisor, First Bank Investment Partners.
Kimsey Bailey, VP Key Accounts, CNL Securities Corp, Brooke Heffington, Blue Vault Partners, Charlie Kirven. Regional VP, CNL Securities Corp and James Roberson, Financial Advisor, First Bank Investment Partners.
I had no idea this service existed. I could have used it years ago! Great presentation and service!
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.