UNLOCK THE POWER OF THE VAULT

Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services

July 6, 2016
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.

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Derek Hayes
Blue Vault's Services
April 14, 2016

BlueVault saves a lot of time and effort in obtaining good numbers for analysis and provides good insights to compare against my own.