Alternative investments are such a varied and large market, navigating them can be tricky at times. Being able to talk with fellow advisors, get their perspective, and hear about their experiences, can make all the difference. Connect with fellow wealth advisors around alternative investments by joining Blue Vault's New Community Groups. These groups are designed to bring advisors together regionally and virtually, fostering a year-round environment of growth, support, and innovation. Learn more and register today: https://lnkd.in/eaTB2Vpa #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors
Blue Vault
Financial Services
Cumming, Georgia 2,144 followers
The leading aggregator of alternative investment data and analysis.
About us
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.
- Website
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http://www.bluevaultpartners.com
External link for Blue Vault
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Cumming, Georgia
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Consulting & Custom Research, Alternative Investments, Education, Performance Reporting, REITs, BDCs, Private Placements, and Interval Funds
Locations
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Primary
407 E. Maple St., Ste 305
Cumming, Georgia 30040, US
Employees at Blue Vault
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Jorge Padilla, CFP®
Wealth Advisor creating peace of mind in clients life's defining moments | Holistic Financial Planning / Alternative Strategies / Impact Investing /…
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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
Updates
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Are you ready to advance your practice and vault past the competition? Join us next week to hear from Frederick Hubler, CEO and Forbes contributor, on how he's completely changed his practice. Hear first-hand what clients worth $5-$50M are really looking for in an advisor, and how he grew his practice and more than doubled revenue in the last 4 years. There will be time for questions; register today to reserve your spot. https://lnkd.in/eKytkMnN #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser
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Have questions about alternative investments? We have answers! Check out our Q&A page for some of the frequently asked questions: https://lnkd.in/egxmyFWg #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser
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Have you registered to join your Community Group yet? Regional groups will begin meeting in August! The Blue Vault Community Groups bring advisors together regionally and virtually, fostering a year-round environment of growth, support, and innovation. Click through to learn more and sign-up: https://lnkd.in/eaTB2Vpa #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser
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Calling all alternative investment asset managers and service providers! Partnering with Blue Vault puts you in front of thousands of wealth advisors through our website, emails, webinars, podcasts, social media channels and events. Partner with us today! Learn more: https://lnkd.in/eN5hacZj #PartnershipOpportunity #WealthAdvisors #AlternativeInvestments #investmentmanagement
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#DoYouKnow? Which Blue Vault asset manager partner focuses on modern, sustainable farm investments? A. Gold Leaf Farming brings together top talent, long-term capital and a modern, sustainable farming approach to capture opportunities in Ag while adding nutritious crops to the global food supply. #AlternativeInvestments #investmentmanagement
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Join us on Wednesday, July 24, at 2:00 pm EDT for a webinar featuring CEO of Creative Capital Wealth Management Group, and Forbes contributor, Frederick Hubler as he offer a “look behind the curtain” of how he grew his one-man practice to six full-time team members, with multi-millionaire clients in 28 states, and revenue that has doubled in the last 4 years. Hear first-hand what clients worth $5-$50M are really looking for in an advisor. Attendees will get a discount on Fred's Retainer Based Academy training courses. There will be time for questions; register today to reserve your spot. https://lnkd.in/eKytkMnN #AlternativeInvestments #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser
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Madison Commercial, a division of Madison Capital Group, has named Ted Haley to Vice President of Development. https://lnkd.in/evUf-wEM #AlternativeInvestments #investmentmanagement
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At Blue Vault, we believe that collaboration and continuous learning are key to thriving in the ever-evolving world of alternative investments. To this end, we are excited to introduce our new Community Groups for wealth advisors. These groups are designed to bring advisors together regionally and virtually, fostering a year-round environment of growth, support, and innovation. Click through to learn more and sign-up: https://lnkd.in/eaTB2Vpa #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser
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There are 10 ways where Taylor Swift is like an alternative investment and Frederick Hubler of Creative Capital Wealth Management Group will walk you through them: #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors
Why Taylor Swift 's Career Is A Masterclass In Alternative Investment
https://bluevaultpartners.com