Belpointe Asset Management: A Registered Investment Advisor

embracing the craft of asset management

Providing the personalized service of a boutique firm with the comprehensive investment and wealth planning capabilities of a global leader.

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Our Services

Helping clients build a strong financial foundation

At the core of our service offering lies a dual focus on investment management and wealth planning, orchestrated to solidify a robust financial foundation for our clients. Through a meticulously crafted blend of these services, we lay down the groundwork for a financially secure future, enabling our clients to navigate the financial landscape with confidence and precision.

Investment Management

Wealth Planning

Looking Beyond

Building long-term relationships

Two professional men, one wearing glasses, reviewing information on a tablet together in a modern office setting, suggesting a one-on-one financial consultation.

For Individuals

Individuals can invest through a select group of financial advisors.

We believe an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success.

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A diverse group of professionals engaging in conversation in a workshop environment, indicative of a collaborative community for advisors with educational and networking opportunities.

For Advisors

A vibrant community for advisors to collaborate with like-minded professionals.

Belpointe advisors can collaborate with other like-minded professionals and participate in educational programs and workshops. We provide advisors with the right tools, training, and personalized support.

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For Institutions

We offer strategies to help institutional clients pursue higher expected returns.

We have a long history of incorporating rigorous research into practical investment strategies. Our clients include corporations, private trusts, nonprofits, pension plans, private funds, and other institutions.

Among the Fastest growing riaS
Belpointe's modern office building made of red brick and a lot of windows.
In the news

Named Among the Top RIA Firms In 2024 By USA Today

Belpointe Asset Management was recognized as one of the “Best Financial Advisory Firms” in 2024 by USA Today and Statista. The ranking and evaluation process centered around two key dimensions: recommendations by financial advisors, clients, and industry experts and a firm’s development of assets under management. Over 30,000 companies were evaluated, with Belpointe landing in the top 1%.

David Nelson sitting in front of four desktop monitors with data and charts on them.
In the news

Named Among US's Top RIA Firms in 2023 by Forbes

Using an algorithm considering both qualitative and quantitative data, Belpointe Asset Management was ranked within the top 0.5% of RIA firms, distinguishing itself in a competitive field of over 42,000 submissions from RIAs and advisors nationwide.

Belpointe's modern office building made of red brick and a lot of windows.
In the news

Named the 8th fastest growing RIA in the nation

Bolstered by an array of proprietary growth and support systems for advisors, Belpointe was ranked as the 8th fastest growing RIA in the United States in a 2021 study conducted by SmartAsset.

In The Media

Check out what David’s been up to

David Nelson, CFA CMT is the Chief Strategist of Belpointe Asset Management. He frequently appears on CNBC, Fox Business, Yahoo Finance and Bloomberg where he discusses markets, economics and individual securities.

June 14, 2024

The AI Trade and What it Means for Markets (CNBC)

June 7, 2024

Could Fed Cuts Help Fight Inflation? (Schwab Network)

June 3, 2024

Some of the Hottest Stocks are NOT in the Magnificent 7

May 23, 2024

Bloomberg Interview: NVidia - Not Just a Chip Company

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What Belpointe Advisors Say...

“Belpointe is an innovative and entrepreneurial firm–rare in this industry. From finding new technology solutions to non-traditional investment strategies, the willingness to pursue new paths is miles ahead of other firms with whom I’ve been affiliated.”

Loic Lemener

Opus Wealth Management

“After over 25 years in the industry, I found that working as an independent financial advisor was equivalent to working alone on a desert island. Not at Belpointe, however. I’m constantly collaborating with other professionals on specialized planning, new investment strategies, operations, and more. As a result, I’ve grown my practice several times over in the past few years. And, through the CIO team, strategists, and other professionals, I have the “sounding boards” that I feel are so important to have as an advisor.”

Bill McCormick

Chatham Street Advisors

“My collaboration with Belpointe has allowed me to scale, enhance my service to clients, and run my business (vs. have my business run me) more effectively. Between being a mother of three and serving around one hundred households, I was nearly tapped out after 15 years as an advisor. Now, I’ve streamlined my operations, grown my business, and reduced overhead expenses–all while finding time for myself, too. And I love getting to work with so many like minded professionals on a regular basis.”

Colleen Giffin

Beall Financial Planning

“I love being a part of Belpointe’s collaborative community. With other advisors and experts across the country, Belpointe’s closely knit nature makes it unique. And for my practice, I know that I’m equipped to handle nearly any situation I come across.”

Pedro Ramirez

Belpointe Wealth Management

“Part of what I appreciate the most about Belpointe is the flexibility and the collaborative environment. As financial advisors, we face constant challenges in growing our practices. While it feels like most firms tend to shut down new ideas that don’t fall into a predetermined box, Belpointe’s attitude is, “let’s see if we can make this work.” Prior to Belpointe, I spent more than 15 years in broker / dealers, and I was the first of a number of advisors I know to make the jump to the RIA space. Since then, the others who have moved to Belpointe constantly thank me for the introduction. This is the firm I’ve been envisioning my whole career in financial advising.”

Mike Reisel

Redwood Financial Strategies

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