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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          
Gil Armour, CFP
February 3, 2016

I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.