Disclosures
About Belpointe.com
Belpointe.com contains content from a number of different Belpointe Companies.
Who is Belpointe Asset Management, LLC?
Belpointe Asset Management, LLC (“Belpointe AM”) is an investment adviser registered with the Securities and Exchange Commission (SEC). Belpointe AM mainly provides investment advice to individual investors. All information provided herein is subject to change. Investment advice and financial planning servies are provided by Belpointe AM. Insurance is offered through Belpointe Insurance, LLC. Belpointe AMis not affiliated with any of its custodians including: Schwab Advisor Services or Fidelity Institutional Wealth Services.
Investor Resources
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/.
Electronic Communications with Belpointe
All electronic communications with Belpointe AM are archived a minimum of 6 years. This includes Belpointe AM’s electronic mail (email), instant messages (IM) and social networking sites such as Facebook and LinkedIn. Any questions regarding our electronic communications policy or systems should be directed to:
Belpointe Asset Management, LLC
Chief Compliance Officer
125 Greenwich Ave
Greenwich, CT 06830
T:203-629-3300
E: support@belpointe.com
Electronic Communication Disclosures: Content is likely to be reviewed by firm employees and regulators. 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 by through unsecured electronic means.
Certain securities described within a communication may not be suitable for all investors. No investment decisions should be based on the information within an electronic communication as it may not apply to your personal investment objectives. If you are a client of Belpointe AM, please speak to your 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 AM.
Content released on subpages of http://www.belpointe.com/wealth and http://www.belpointe.com/category/wealth-management/ is maintained by several Belpointe AM and any questions regarding this site should be directed to:
Belpointe Asset Management, LLC
Chief Compliance Officer
125 Greenwich Ave
Greenwich, CT 06831
T:203-629-3300
E: support@belpointe.com
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. Past Performance is No Guarantee of Future Results.
The Purpose of http://www.belpointe.com
This site does not provide investment advice. It does provide you with content meant only as a broad overview for discussion & educational purposes. It does advertise various investment, panning and insurance services that we provide. It is very important to remember that contributing authors will have no idea what your financial goals may be, what your risk tolerances are, and they are completely unaware of your income, age, savings and other 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 AM. Belpointe AM 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.
Opinions of Belpointe AM Advisors
All expressions of opinion are as of the date hereof and are subject to change at any time without notice. These opinions are not intended to be a guarantee of future events and may differ from the views of other Belpointe businesses. In discussing a specific company or its stock the author will disclose that position at the end of the article. The author may or may not make such a disclosure if they are discussing a sector or industry. Opinions should not be interpreted as investment advice and/or applicable to your personal financial needs.
Published Content
While some information used in this site has been obtained from various published and unpublished sources considered to be reliable, neither Belpointe nor any of its affiliates guarantee its accuracy or completeness and accepts no liability for any direct or consequential losses arising from its use. The author’s opinions, strategy, market outlook, and economic view may change at anytime. References to past investment decisions by the author, with positive or negative outcomes, may not be repeatable. Therefore past investment decisions that are referenced should not be used to evaluate the investment performance of the author.
Each of the advisers at Belpointe Asset Management is encouraged to have an independent outlook. It is also important to understand that an author’s view may change at any time based on reasons such as market conditions, research, or client needs.
The site and any information provided are being provided by Belpointe only for your personal, non-commercial use and display. You may download the Information to the Computer, 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. 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 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. You also may not use any information on this site for any unlawful purpose, and you shall comply with any request of Belpointe or any of the third party providers to protect their respective rights in the Information and Services.
Some of the content within this site is sourced from Forefield, Inc. All content provided by Forefield is protected by copyright. Forefield Inc. does not provide legal, tax, or investment advice. Forefield is not responsible for any modifications made to its materials, or for the accuracy of information provided by other sources. Copyright 2010 Forefield, Inc. All Rights Reserved.
“Investing side by side”
Belpointe’s Investment Adviser Representatives commonly manage their own money using the same techniques and/or strategies that they use with their clients. This does not mean 100% client portfolios mirror identically the portfolios of their Investment Adviser Representative. It does mean that strategies and investments used in clients portfolios are materially similar to that of their Belpointe Investment Adviser Representative. As with any client Belpointe Advisors take into consideration their own financial situation when investing their personal assets. At times they may personally hold position that clients don’t hold or be experimenting with investment techniques not yet used with their clients. Clients/prospective clients should feel free to ask their Investment Adviser Representative how they invest their personal money.
Belpointe in the Press
While Belpointe’s management and advisors may have been sited in various press organizations, this should not be interpreted as an endorsement/recommendation of Belpointe, its advisors or services. These article may be made available upon this website and areavailable upon request to provide you with additional information about Belpointe.
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 BAM. Past Performance is No Guarantee of Future Results.
