Disclosure and Disclaimer
Disclosure and Disclaimer
Whitwell & Co. offers investment and financial planning advice through Belpointe Asset Management, LLC. Whitwell & Co.'s home office is located in Austin, Texas. Information about Belpointe Asset Management is available below.
Whitwell & Co. offers investment and financial planning advice through Atomi Financial Group, Inc. aka "Compound Planning". Whitwell & Co.'s home office is located in Austin, Texas.
Information about Atomi Financial Group is available below.
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.
To understand the terms and conditions of use for this site (“Site”), as well as our Privacy Policy, please read the following Disclosure and Legal Notices. By using this Site and the information and services available through this Site, you agree to follow and be bound by these conditions of use in effect on the date(s) the Site is accessed by you. If you do not agree to these conditions, do not use this Site.
Any questions regarding this Site should be directed to:
Atomi Financial Group, Inc. | Chief Compliance Officer
T: 888.533.9364 | E: [email protected]
Mailing Address: 2261 Market Street, Suite 4013, San Francisco, CA 94114
Who is Atomi Financial Group, Inc.?
Whitwell & Co., LLC offers investment advice through Atomi Financial Group, Inc. dba Compound Planning (“Compound Planning”), an investment adviser registered with the Securities and Exchange Commission and based out of New York. The statement, claim, commentary and/or content made herein and as found in Compound Planning’s websites, videos, podcasts, blog posts, articles and other publications or materials, as applicable (collectively, the “Materials”), provides general market commentary and information and/or expresses the personal opinion of the author or speaker which does not necessarily reflect the views or opinions of Compound Planning.
The Material should not be interpreted as providing legal, tax, or investment advice or any professional advice for that matter nor is it a solicitation to engage in any particular securities transaction. Compound Planning and its representatives may only transact business or provide investment advice in those states and international jurisdictions where it is registered, filed the required notices, and/or is otherwise excluded or exempted from such registration and/or notice filing requirements.
Understanding Investment Risks
All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment/financial strategy proposed or implemented by a representative of Whitwell & Co., LLC and/or Atomi Financial Group, Inc. will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.
The content on this website is limited to the dissemination of general information and is meant to provide a broad overview for discussion & educational purposes. Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal, insurance or regulatory advice or an offer to sell or a solicitation of an offer to buy any security.
Understanding the Risk of Reading Published Content
While the Advisor uses reasonable efforts to obtain information from sources believed to be reliable, the Advisor makes no representation that the information or opinions contained in this website are accurate, reliable, or complete. All information and opinions contained in this website are subject to change without notice.
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/ and http://www.finra.org/investors/.
You may research the regulatory record of Atomi Financial Group and its investment adviser representatives at: Investment Adviser Public Disclosure Search.
Whitwell & Co., LLC & Atomi Financial Group, Inc. do not endorse or accept responsibility for the content or use of any third party website (which is content hosted on websites not affiliated with Atomi Financial Group, Inc. and/or Whitwell & Co. LLC) or financial services platforms not affiliated with Atomi Financial Group, Inc. and/or Whitwell & Co., LLC. All such information and access is provided solely for convenience purposes only.
In the Press
A media organization or third party entity mentioning the Adviser or its representatives should not be interpreted as an endorsement/recommendation. 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. The author’s opinions, strategy, market outlook, and economic views may change at any time. 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 securities, 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.
LEGAL NOTICES
Use of Content
The Site and any information provided are being provided 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 the Adviser. The content on this Site is the property of the Adviser 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 the Adviser. You also may not use any information on this Site for any unlawful purpose, and you shall comply with any request of the Adviser or any of the third party providers to protect their respective rights in the Information and Services.
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.
To understand the terms and conditions of use for this site (“Site”), as well as our Privacy Policy, please read the following Disclosure and Legal Notices. By using this Site and the information and services available through this Site, you agree to follow and be bound by these conditions of use in effect on the date(s) the Site is accessed by you. If you do not agree to these conditions, do not use this Site.
Any questions regarding this Site should be directed to:
Belpointe Asset Management, LLC
Chief Compliance Officer
T:203.629.3300
Address: 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521
Who is Belpointe Asset Management, LLC?
Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointewealth.com/disclosure/ Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or services Belpointe Asset Management offers, or that its personnel possess a particular level of skill, expertise or training. Belpointe Asset Management mainly provides investment advice to individual investors.
Understanding Investment Risks
All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment/financial strategy proposed or implemented by a representative of Whitwell & Co., LLC and/or Belpointe Asset Management LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.
The content on this website is limited to the dissemination of general information and is meant to provide a broad overview for discussion & educational purposes. Nothing available on this website constitutes specific investment advice, tax or accounting advice, legal, insurance or regulatory advice or an offer to sell or a solicitation of an offer to buy any security.
Understanding the Risk of Reading Published Content
While the Advisor uses reasonable efforts to obtain information from sources believed to be reliable, the Advisor makes no representation that the information or opinions contained in this website are accurate, reliable, or complete. All information and opinions contained in this website are subject to change without notice.
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/ and 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 media organization or third party entity mentioning the Adviser or its representatives should not be interpreted as an endorsement/recommendation. 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. The author’s opinions, strategy, market outlook, and economic views may change at any time. 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 securities, 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.
LEGAL NOTICES
Use of Content
The Site and any information provided are being provided 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 the Adviser. The content on this Site is the property of the Adviser 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 the Adviser. You also may not use any information on this Site for any unlawful purpose, and you shall comply with any request of the Adviser or any of the third party providers to protect their respective rights in the Information and Services.