BV_NewsWire_SignUp_Banner_900x150

title_NewsWire_2016

Congratulations! You are now a Blue Vault NewsWire Recipient!

The NewsWire is delivered each Tuesday, Wednesday, and Friday.  You have successfully been added to our list of recipients and should receive the very next edition of the Blue Vault NewsWire.

To see historical NewsWire stories, click here.

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.