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Interval Fund Individual Performance Pages are Available

January 18, 2019

Interval Fund Individual Performance Pages are Available

To see the latest individual performance pages, log in, hover over “Subscriber-Only Research“, and then click “IFCEF Individual Reports” from the menu located at the top the page. 

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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.