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.
This website ("Site") is operated by Whitwell & Co., LLC ("Whitwell", "we", "us", and "our"), an SEC-registered investment advisor based in Austin, Texas.
To understand the terms and conditions of use for this Site, as well as our Privacy Policy, please read the following disclosures 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:
Whitwell & Co., LLC | Chief Compliance Officer
T: 248.376.1480 | E: [email protected]
Mailing Address: 15511 Hwy 71 West, Suite 110-526, Bee Cave, TX 78738
Electronic Communication
The content of any electronic communication is likely to be reviewed by Whitwell’s employees and by regulators. All electronic communications are archived for a minimum of five (5) 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.
Reliance on Content
The information presented on or through this Site is meant to provide a broad overview and is made available solely for general information, discussion and educational purposes. Nothing available on this Site constitutes specific investment, tax, accounting, legal, insurance, regulatory or any professional advice, or an offer to sell or a solicitation of an offer to buy any security. It should not be relied upon as the basis for making any investment decision, entering into any transaction or for any other purpose.
The statements, claims and commentaries made on this Site are general market commentaries and/or express the personal opinion of the author or speaker which does not necessarily reflect the views or opinions of Whitwell.
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.
Whitwell and its representatives may only transact business 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.
In the Press
A media organization or third party entity mentioning Whitwell or its representatives should not be interpreted as an endorsement or recommendation. No opinion expressed in a public appearance should be construed as investment advice.
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 will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.
Any forward-looking statement contained on this Site speaks only as of the date on which Whitwell makes it, and actual results may differ from expectations. Whitwell undertakes no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
Understanding the Risk of Reading Published Content
While Whitwell uses reasonable efforts to obtain information from sources believed to be reliable, it makes no representation that the information or opinions contained on this Site are accurate, reliable, or complete. All information and opinions contained on this Site are subject to change without notice.
Certain information contained on this Site have been obtained from published and non-published sources and/or prepared by third parties and in certain cases have not been updated through the date hereof. Such information has not been independently verified by Whitwell, and we do not assume responsibility for the accuracy of such information or updating the information based on facts learned following its publication.
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 the Financial Industry Regulatory Authority ("FINRA"): http://investor.gov/ and http://www.finra.org/investors/.
Whitwell does not endorse or accept responsibility for the content or use of any third party website (which is content hosted on websites not affiliated with Whitwell) or financial services platforms not affiliated with Whitwell. All such information and access is provided solely for convenience purposes only.
LEGAL NOTICES
Intellectual Property Rights
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 us. The content on this Site is the property of Whitwell 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 Whitwell. You also may not use any information on this Site for any unlawful purpose, and you shall comply with any request of Whitwell or any of the third party providers to protect their respective rights in the information and services.
Disclaimer of Warranties
Your use of the Site, its content, and any services obtained through the Site is at your own risk. The Site, its content, and any services obtained through the Site are provided on an "as is" and "as available" basis, without any warranties of any kind, either express or implied. Neither Whitwell nor any person associated with Whitwell makes any warranty or representation with respect to the completeness, security, reliability, quality, accuracy, or availability of the Site. Without limiting the foregoing, neither Whitwell nor anyone associated with Whitwell represents or warrants that the Site, its content, or any services obtained through the Site will be accurate, reliable, error-free, or uninterrupted, that defects will be corrected, that the Site or the server that makes it available are free of viruses or other harmful components, or that the Site or any services obtained through the Site will otherwise meet your needs or expectations.
TO THE FULLEST EXTENT PROVIDED BY LAW, WHITWELL HEREBY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, NON-INFRINGEMENT, AND FITNESS FOR PARTICULAR PURPOSE.
You understand that Whitwell cannot and do not guarantee or warrant that files available for downloading from the internet or the Site will be free of viruses or other destructive code. You are responsible for implementing sufficient procedures and checkpoints to satisfy your particular requirements for anti-virus protection and accuracy of data input and output, and for maintaining a means external to the Site for any reconstruction of any lost data. TO THE FULLEST EXTENT PROVIDED BY LAW, WHITWELL WILL NOT BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY A DISTRIBUTED DENIAL-OF-SERVICE ATTACK, VIRUSES, OR OTHER TECHNOLOGICALLY HARMFUL MATERIAL THAT MAY INFECT YOUR COMPUTER EQUIPMENT, COMPUTER PROGRAMS, DATA, OR OTHER PROPRIETARY MATERIAL DUE TO YOUR USE OF THE SITE OR ANY SERVICES OBTAINED THROUGH THE SITE OR TO YOUR DOWNLOADING OF ANY MATERIAL POSTED ON IT, OR ON ANY WEBSITE LINKED TO IT.
Information About You and Your Visits to the Site
All information we collect on this Site is subject to our Privacy Policy. By using the Site, you consent to all actions taken by us with respect to your information in compliance with the Privacy Policy.
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.