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Because your Broker Dealer is one of the many Broker Dealers that have chosen to “partner” with Blue Vault, you already have access to Blue Vault’s research.  

We will contact you within 24 hours with instructions on how to access Blue Vault’s research. Or, you may try to reach us now by calling Dawn at 877-256-2304.

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.