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Clip: What Makes CIM Group Unique?

September 29, 2020

Clip: What Makes CIM Group Unique?

In this clip, Avi Shemesh (Co-Founder and Principal, CIM Group) and Stacy Chitty (Managing Partner, Blue Vault) examine the factors that set CIM Group apart in the marketplace..

Click here to watch the full episode.

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

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Blue Vault session at the recent National Planning Holdings National Conference
September 13, 2017

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.

*Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault subscribers and followers should consider this in their review and analysis. Information is intended only for institutional, broker dealer or registered investment adviser use. This information is prohibited for use by the general public.