Carron Schmick highlights how alts can meet clients' needs, how she explains alts to clients, and how receptive the clients are.
July 27, 2023
Blue Vault Minute
July 27, 2023
July 27, 2023
Carron Schmick: Evaluating Alts for Your Practice
In this Blue Vault Minute, Carron Schmick walks through some of the metrics her firm uses to evaluate asset managers.
July 25, 2023
Nate Oltmans: Explaining Alts to Clients
Wondering how to discuss alternative investments with clients? Advisor Nate Oltmans offers insights in this Blue Vault Minute.
July 20, 2023
Nate Oltmans: Alts Challenges in 2023
In this BV Minute, Nate Oltmans gives an advisor's perspective on the challenges facing alternatives this year, and some of the asset managers he uses in his practice.
June 22, 2023
Stacy Chitty: BV Interval Fund Performance Reports
In this Blue Vault Minute, Stacy Chitty (Managing Partner, Blue Vault) highlights some of the data included in Blue Vault's semi-annual interval fund individual performance pages.
June 22, 2023
Stacy Chitty: NAV REIT Performance Reporting
NAV REITs monthly returns are a reflection of several factors. Find out what they are in this Blue Vault Minute with Stacy Chitty (Managing Partner, Blue Vault).
June 21, 2023
Dan Goodwin: Explaining Alternative Investments to Clients
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative investments to clients.
June 21, 2023
Dan Goodwin: The Challenge Facing Alternative Investments in 2023
In this Blue Vault Minute, Dan Goodwin talks about events in 2022 that pose a challenge for alternative investments in 2023.
May 31, 2023
Warren Thomas: ExchangeRight Fund to Become an SEC Reporting Company
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