Who is Anthem Advisors?

Anthem Advisors, LLC offers investment advisory services through Belpointe Asset Management LLC, a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualifications or the services Anthem Advisors offers, or that or its personnel possess a particular level of skill, expertise or training. Anthem Advisors mainly provides investment advice to individual investors. All information provided herein is subject to change. Investment advice and financial planning services are provided by Anthem Advisors. Anthem Advisors is not affiliated with any of its custodians including: Schwab Advisor Services or TD Ameritrade.

About anthemadvice.com

Welcome to anthemadvice.com. This Site is owned and operated by Anthem Advisors, LLC. 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 | Mailing Address: 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 | T:203.629.3300 | E: cco@belpointeasset.com

Principal Office Location: 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521

 

Disclosure

Investment Advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. 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.

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.

All investments carry a degree of risk, and there can be no assurance that the future performance of any specific investment or investment strategy proposed or implemented by a representative of Belpointe Asset Management LLC will be profitable or achieve proposed investment objectives. Past performance should not be considered indicative of future results.

This website is limited to the dissemination of general information pertaining to advisory services. 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.

This website contains external links to third party content (which is content hosted on websites not affiliated with Belpointe Asset Management LLC.) Belpointe Asset Management does not endorse or accept responsibility for the content, or the use of any third party website. All such information and access is provided solely for convenience purposes only.

For more information visit https://www.belpointeasset.com/disclosures

Data Collection and Use:

We collect your phone number and consent status to provide you with SMS services. This information is used solely for the purpose of delivering text messages related to the campaign you have opted into.

Data Sharing:

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

Data Protection:

We are committed to protecting your personal information and have implemented appropriate technical and organizational measures to ensure its security.

User Rights:

You have the right to access, correct, or delete your personal information. You can opt-out of receiving messages at any time by replying STOP.

Contact Information:

For any questions or concerns regarding your privacy, please contact us at (305) 482-3002

Terms and Conditions

Program Description:

By opting into our SMS program, you agree to receive text messages from Anthem Advisors regarding wealth management, retirement planning, and more.

Message Frequency:

Message frequency may vary. You will receive 1 message per week.

Cost Disclosure:

Standard message and data rates may apply. Please check with your mobile provider for details.

Opt-Out Instructions:

You can opt-out of receiving messages at any time by replying STOP. For help, reply HELP.

Customer Care:

For assistance, contact our customer care at (305) 482-3002.

Legal Disclaimers:

By participating, you agree to our terms and conditions and privacy policy. We reserve the right to modify these terms at any time.

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