cropped-bluevaultpartners-logo.png

Summit2016v1_300x83

Back to Summit 2016 Details  | Agenda | Sponsors Presenting | Special Guest | Day One Moments | Day Two Moments | Day Three Moments

  • 1st Global
    • Craig Johnson
  • Advisor Group
    • Thayer Gallison
    • Michal-Erin Frushell
    • Denise Faber
    • Tony Brown
  • American portfolios
    • Jim Goedtke
  • Ameritas
    • Amy Starkey
  • Cambridge
    • Derek Hayes
    • Shawna Larsh
  • Commonwealth
    • Susan Kelly
  • Herbert J. Sims
    • Corey Franco
  • Kovack Securities
    • Jim Yates
  • LPL Financial
    • Tim Rolfs
    • Joe Byrne
    • Austin Roth
  • NFP Advisors
    • Kris Studebaker
  • National Planning
    • Lucas Johnson
  • ProEquities
    • Ronda Hargett
    • Jayme Barrett
  • Securities Service Network
    • Bob Lavoie
  • Signator Investors
    • Dan Fixler
  • Strategic Financial Alliance
    • Martin Slovin
    • Lamar McGhee
    • Nathan Anderson
  • The O.N. Equity Sales Company
    • Matt Strife
  • Triad Advisors
    • Craig Covington
    • Amy Teeple
    • Lauren Richards
  • Sandlapper Securities
    • Liz Stevens
    • Natelyn Klump
  • Capital Investment Group
    • Jerry Payne          
John E. Moriarty, ChFC
December 2015
February 3, 2016

I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture.  For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments.  Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients.  I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.