Belpointe Asset Management LLC

Belpointe serves a broad mix of clients including individual investors (both non‑HNW and high‑net‑worth), retirement plans, corporations, investment companies and other registered advisers. The firm provides discretionary investment management, financial planning, retirement plan consulting and a sponsored wrap program, and it also acts as a sub‑ or co‑advisor in arrangements with third‑party advisers.

The firm emphasizes customized portfolios implemented by its network of advisors, using model portfolios for some clients while offering passive, active, tactical and blended strategies depending on client objectives and risk tolerance. Belpointe typically manages accounts on a discretionary basis and may combine internal portfolio construction with third‑party manager relationships and periodic reviews tailored to each client.

What distinguishes Belpointe from many peers is the breadth of affiliated businesses and product sponsorships that sit alongside its advisory practice: it supports and administers proprietary public and private funds (including a publicly‑traded vehicle), serves as a sponsor or syndicator of pooled real‑estate entities and single‑purpose vehicles, and provides back‑office, compliance and platform services to other advisers. The firm also has affiliated legal, accounting, insurance and retirement plan‑sponsoring entities and discloses these relationships and opt‑out options where proprietary products or affiliated services are recommended.