Founded in 2009, Blue Vault?was built?on the belief that transparency, education, and access are key for wealth advisors to integrate into their advisory practice. Investors need a different combination other than the 60/40 portfolio. They need alternative investments. Through Blue Vault, wealth advisors unlock access to performance-based?research on nontraded?REITs, nontraded?BDCs, interval funds, tender offer funds, preferred?shares, and a growing number of private securities offerings?using?reports and a searchable alts offerings?portal. In addition to research, Blue Vault empowers wealth advisors through education, insights, industry news, and connection. Elevate your advisory practice by unlocking the vault. Visit?bluevaultpartners.com?for more information.?
Blue Vault
金融服务
Cumming，Georgia 2,249 位关注者
The leading aggregator of alternative investment data and analysis.
关于我们
Founded in 2009, Blue Vault is committed to providing the most in-depth and thorough research on alternative investments to help educate financial advisors and help protect investors. We improve transparency by providing access to valuable performance information buried deep inside financial statements and filings, and often difficult to obtain. It is our mission to provide our subscribers with the factual performance metrics, from beginning to end, needed to make better informed decisions concerning nontraded REITs, BDCs, Closed-End Funds, Interval Funds, and Private Offerings. We help educate financial advisors and protect investors by providing the transparency the industry has lacked in the past, educating investors on the true performance of these investments.
- 网站
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https://www.bluevaultpartners.com
Blue Vault的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Cumming，Georgia
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Consulting & Custom Research、Alternative Investments、Education、Performance Reporting、REITs、BDCs、Private Placements和Interval Funds
地点
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主要
获取路线
407 E. Maple St., Ste 305
US，Georgia，Cumming，30040
Blue Vault员工
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Jorge Padilla, CFP?
Wealth Advisor creating peace of mind by aligning your money and life goals, together | Holistic Financial Planning | Investments | Alternatives |…
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Stacy Chitty
Managing Partner at Blue Vault
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Sonya Andrews
Vice President, Operations at Blue Vault Partners, LLC
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Betsy Ricks
VP, Business Development at Blue Vault Partners, LLC
动态
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What's RBA, and why does this game plan work for #wealthadvisors? Let Frederick Hubler tell you ?? https://lnkd.in/e29Nt-98 Note: The course is for driven advisors who seek to add more value for their clients only. #RBA #FinancialAdvisor #AlternativeInvestments #Gameplan #Future #Podcast
Part 1: Why RBA
https://vimeo.com/
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Frederick Hubler, Heath Walters, CPA, CTC, and WARREN THOMAS led us in a dynamic discussion regarding the evolving political landscape and its impact on taxation. Stacy Chitty and Luke Schmidt gave us tangible insights about Alts as we head into 2025, and we are excited for Erin Botsford, CFP? powerful masterclass in closing million-dollar prospects at the very first meeting. There is still time to join us, https://lnkd.in/eDsJwQru
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Blue Vault's Annual #AltsDay is underway! Joshua Ungerecht of ExchangeRight Real Estate is currently leading a phenomenal session all about the fundamentals of REIT analysis. Next up is Todd Brewer from Ashford Securities LLC who will give us a much needed travel and lodging update. We hope to see you there. To register visit, https://lnkd.in/exXnxhVk #REIT #DueDiligence #IndustryUpdate #Travel #Lodging #InvestmentVehicles
Alts Day 2025
events.bizzabo.com
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Why should you tune into Alts Day? Discover three reasons why below.?? Alts Day is TOMORROW, register now: https://lnkd.in/eDsJwQru Thank you to our sponsors: Ashford Inc. Asset Management and ExchangeRight Real Estate #IndustryUpdates #FinancialServices #Investments #Alts #Education #2025 #AltsDay #RIA #WealthAdvisors #BD
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We are only TWO days away from #AltsDay! ?? Have you secured your spot? Register now, https://lnkd.in/exXnxhVk For a preview of the sessions hosted throughout Alts Day, click through below. #WealthManagement #FinancialAdvisor #WealthAdvisor #RIA #Alts #Data #AltsData #IndustryEvent #VirtualEducation
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Alts Day is THIS Wednesday, November 13th, starting at 10:30 am EDT. Join us for a day packed with valuable education and insights. Click here: https://lnkd.in/epzadMAJ to register! #AltsDay #RIA #WealthAdvisor #AltsIndustry #IndustryEducation #Trending
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Are alternatives part of your 2025 strategy? With the alternative asset class projected to reach $17 trillion by 2025, it's crucial for your advisory practice to integrate these opportunities. Join Luke Schmidt and Stacy Chitty as they dive into comparing alt assets, looking at performance, and analyzing market trends. View the key takeaways from their session below. Register for Alts Day now, https://lnkd.in/epzadMAJ #2025 #Insights #MarketTrends #Alts #2024 #NTR #BDC
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Read Leitbox's NEW White Paper: Generating Liquidity here ?? https://lnkd.in/dVqaC8rA #SelfStorage #IndustryNews #IndustryUpdate #Liquidity #WhitePaper
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How can #wealthadvisors close million-dollar deals in the very first meeting? Learn proven strategies from Barron's Top 100 Advisor, Erin Botsford, CFP?, in her Alts Day session,?"Masterclass in Closing Million-Dollar Prospects at the Very First Meeting." This is an opportunity you don’t want to miss! Register now:?https://lnkd.in/eDsJwQru #FinancialAdvisors #ClientSuccess #AltsDay #MillionDollarDeals