Blue Vault’s Post

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. 

In 2025, how will you stand out from the advisor down the street? Join fellow wealth advisors on October 21st for an insightful discussion on why many advisors struggle to grow. Led by Brian Evans of Madrona, this conversation promises to provide valuable strategies for differentiation and success. 👉 Register here: https://lnkd.in/eCKG-njF For more details on Community Groups, visit: https://lnkd.in/eaTB2Vpa #WealthManagement #FinancialAdvisors #AdvisorGrowth #ClientSuccess

Exciting Educational Opportunities for Wealth Advisors! We’re thrilled to announce a series of upcoming events designed to enhance your knowledge and skills in the wealth management field. Here’s what’s on the horizon: Why Strong Underwriting is Essential Webinar: Dive into the critical aspects of underwriting and its impact on investment success with WARREN THOMAS Register Here: https://lnkd.in/euCQbGd8 October Community Groups Meeting with Brian Evans: Connect with fellow advisors, share insights, and collaborate on best practices. Register Here: https://lnkd.in/eCKG-njF Exploring DSTs Webinar: Discover the benefits and strategies of Delaware Statutory Trusts in investment planning with Shawn O'Shaughnessy and Zachary Mersmann Register Here: https://lnkd.in/eUwJjSHJ Alts Day: A comprehensive look at alternative investments and their role in portfolio diversification. Register Here: https://lnkd.in/epzadMAJ We encourage you to take advantage of these opportunities to expand your expertise and network! #AlternativeInvestments #Alts #Education #RIA #Blue Vault

We’re Hiring! Blue Vault is looking for Advisor Outreach Interns to join our team. As an intern, you'll gain hands-on experience in outreach strategies, support our advisor engagement efforts, and enhance your skills in the financial services industry. Ready to join us? Send your resume and cover letter to caroline.chitty@bluevaultpartners.com by November 1, 2024. #Hiring #Internship #FinancialServices #BlueVault

Want to know why wealth advisors are joining Blue Vault's Community Groups? Here are five key benefits that you won’t want to miss: https://lnkd.in/eRDgNi_G #WealthManagement #Collaboration #ProfessionalDevelopment #CommunityGroups #AlternativeInvestments

Blue Vault is postponing Alts Day to a later date. The impact of the approaching Hurricane Milton coming so soon after Hurricane Helene will negatively impact both our speakers and our audience. We will announce the new date soon. We apologize for any inconvenience this may cause and appreciate your understanding during this time. In the meantime, registration will remain open and can be found here: https://lnkd.in/eDsJwQru

***Edit: Due to impending Hurricane Milton, Alts Day has been postponed. Please be on the lookout for future communication about the rescheduled date. Alts Day 2024 is less than a week away! Hear from industry experts and leaders about the value and growth of the alternative investments industry. This is one virtual event you don't want to miss! Register now 👉 https://lnkd.in/epzadMAJ Thank you to our partners: ExchangeRight Real Estate and Ashford Securities LLC Thank you to our speakers: Joshua Ungerecht, C. Jay Steigerwald III, Sloan Dean, Erin Botsford, CFP®, Frederick Hubler, Heath Walters, CPA, CTC, WARREN THOMAS, Luke Schmidt, and Stacy Chitty #Alts #AlternativeInvestment #IndustryExperts #IndustryEvents #AltsEducation

"You can't really know where you're going without knowing where you have been," said famous poet Maya Angelou.    As we gear up to take on the final quarter of 2024, we must consider all that has occurred in the marketplace to make adequate decisions going forward. With the help of 10 other firms, Blue Vault released the 2024 Alternative Investments Mid-Year Outlook and Select Sector Reports to summarize and simplify where alternative investments sit at the mid-way point of 2024.    With only three months left in the year, this report can be a valuable resource for #wealthadvisors seeking alternative investments in their advisory practice.    To access the report, please click here: https://lnkd.in/eQrMQr9q #alternativeinvestments #BlueVault #Q4 #2024 A special thanks to our contributors Ashford Securities LLC, ExchangeRight Real Estate, Bluerock, Cantor Fitzgerald, CIM Group, Greenwood Star, Hines, J.P. Morgan, Leitbox Storage Partners, Madison Capital Group Holdings, LLC, XA Investments LLC

Are you interested in understanding the significance of #alternative investments? Join us on October 9, 2024, for a day full of insightful discussion featuring leading industry experts. Discover how alternative investments can enhance your #advisory practice and provide valuable solutions for your clients. To learn more about the benefits of attending, click here: https://lnkd.in/e4W5fiGK To register, click here: https://lnkd.in/epzadMAJ #AlternativeInvestments #AltsDay #FinancialAdvisors #WealthManagement

***Edit: Due to impending Hurricane Milton, Alts Day has been postponed. Please be on the lookout for future communication about the rescheduled date. Have you heard the news? Alternative Investments are not going anywhere. The time is now to learn how to incorporate #alts into your advisory practice to serve your clients better. However, understanding alts takes time and resources, so Blue Vault created #AltsDay, a one-day virtual event designed around the needs of wealth advisors and the alts topics most pertinent to them. On October 9, hear from industry experts about the value and growth of the alternative investments industry. Don’t let a lack of knowledge keep you from utilizing alts with your clients. Register for Alts Day by clicking on this link: https://lnkd.in/exXnxhVk. #wealthadvisor #financialplanning #RIA #RIAs #education #financialeducation