Electronic Communication Disclosures
Content is likely to be reviewed by firm employees and regulators. All electronic communications are archived for a minimum of five years. This includes website properties, electronic mail (email), instant messages (IM) and social networking sites such as Facebook and LinkedIn. We take electronic communication security seriously. However, we cannot guarantee the confidentiality of any electronic communication transmission. Therefore, confidential information should not be sent to us through unsecured electronic means.
Any questions regarding this Site should be directed to: Belpointe Asset Management, LLC | Chief Compliance Officer | 125 Greenwich Ave Greenwich, CT 06830 | T:203.629.3300 | E: email@example.com
Who is Belpointe Wealth Management?
Belpointe Wealth Management is a division of Belpointe Asset Management, LLC an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualiﬁcations or the services Belpointe Asset Management offers, or that or its personnel possess a particular level of skill, expertise or training. Belpointe Asset Management mainly provides investment advice to individual investors. All information provided herein is subject to change. Investment advice and financial planning services are provided by Belpointe Asset Management. Belpointe Asset Management is not affiliated with any of its custodians including: Schwab Advisor Services or TD Ameritrade.
Understanding Investment Risks
Risk factors are described in detail in our ADV Form Part II and Disclosure Brochures, which should be carefully reviewed prior to making a decision to invest with Belpointe Asset Management. You may request a copy of our ADV Form Part II by emailing firstname.lastname@example.org. Past Performance is No Guarantee of Future Results.
Understanding Content Related to Investment Advisory Services
This Site does not provide investment advice. It provides you with content meant only as a broad overview for discussion and educational purposes. It does advertise various investment, planning and insurance services that we provide. Content written for this site does not factor in your risk tolerance, income, age, savings, or any other specific circumstances that are needed to provide investment advice. Therefore, no investment decisions should be based on the information within this Site; as it may not be applicable to your personal investment objectives. Investment advice is only provided to investors who have signed an Investment Advisory Agreement with Belpointe Asset Management. Belpointe Asset Management cannot pass on the merit of any of the securities mentioned on this Site. No securities are being offered on this Site and no securities will be sold to individuals who engage us for investment advice through this Site.
Clients of Belpointe Asset Management
If you are a client of Belpointe Asset Management, please speak to your investment adviser before making any decision based on an electronic communication. Investment advice is only provided to investors who have signed an Investment Advisory Agreement with Belpointe Asset Management. If you are not a client of Belpointe Asset Management we cannot provide you with investment advice and no content or communications should be construed as investment advice.
Understanding the Risk of Reading Published Content
Information used in this Site has been obtained from various published and unpublished sources considered to be reliable. Belpointe Asset Management cannot guarantee the accuracy or completeness of this Site’s information and accepts no liability for any direct or consequential losses arising from its use.
It is often difficult for investors to find unbiased investment information. Please see the following Sites provided by the Securities and Exchange Commission (“SEC”) and FINRA two of the most important regulators of the investment industry: http://investor.gov/, http://www.finra.org/investors/.
You may research the regulatory record of Belpointe Asset Management and its investment adviser representatives at: Investment Adviser Public Disclosure Search.
In the Press
A press organization mentioning Belpointe Asset Management / Belpointe Wealth Management or its representatives should not be interpreted as an endorsement/recommendation of Belpointe Asset Management, LLC. These articles may be made available upon this website and are available upon request to provide you with additional information about Belpointe Asset Management. When our advisors appear on television or radio programs they may only be expressing one side of an argument and this may differ from their investment advice. No opinion expressed in a public appearance should be construed as investment advice.
Published Content and Electronic Communications from Advisors
All expressions of opinion are as of the date published and are subject to change at any time without notice. These opinions are not intended to be a guarantee of future events. Each of the advisers at Belpointe Asset Management / Belpointe Wealth Management is encouraged to have an independent outlook; therefore, they may have differing opinions. The author’s opinions, strategy, market outlook, and economic views may change at any time. References to past investment decisions by the author, with positive or negative outcomes should be considered not repeatable. Therefore, past investment decisions that are referenced should not be used to evaluate the investment performance of the author or future performance. When writing about a specific company or its stock, the author will disclose his or her investment position. The author may or may not make such a disclosure if he or she is discussing a sector or industry. Opinions should not be interpreted as investment advice and/or applicable to your personal financial needs.
Use of Content
The Site and any information provided are being provided by Belpointe Asset Management only for your personal, non-commercial use and display. You may download the Information for your personal use, publish to your website and print out a hard copy for your personal reference, provided that you agree not to remove any copyright or other notices contained therein and credit Belpointe Asset Management. In addition, any content published on your website must include a link back to our Site. The content on this Site is the property of Belpointe Asset Management or its licensors and is protected by applicable copyright, patent, trademark or other intellectual property law. Except as expressly authorized herein, you may not reproduce, transmit, sell, display, distribute, publish, broadcast, circulate, modify, disseminate, or commercially exploit such Information or any of the Services provided in any manner (including electronic, print or other media now known or hereafter developed) without the written consent of Belpointe Asset Management. You also may not use any information on this Site for any unlawful purpose, and you shall comply with any request of Belpointe Asset Management or any of the third party providers to protect their respective rights in the Information and Services.