Please read these terms and conditions of use (“Terms”) carefully before using the website or any of the information or services provided by Aperçu Advisors, LLC (collectively “Aperçu Advisors”, “we'', ''our” or ''us”) in connection with the Website.
By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Aperçu Advisors, LLC in connection with the Website and should promptly terminate all use thereof.
The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Aperçu Advisors, LLC reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
Views and Opinions Expressed
The views and opinions expressed here are Aperçu Advisors, LLC ("Aperçu Advisors"), Gregory A. Gauthier and Elissa P. Schwartz alone and do not represent the official views of Belpointe Asset Management, LLC or any of their affiliates and are subject to change at any time; and are not intended to be a guarantee of future events.
Investment Advice is Offered through Belpointe Asset Management
Aperçu Advisors, LLC ("Aperçu Advisors"), Gregory A. Gauthier and Elissa P. Schwartz offer
Investment advice through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe”). Belpointe 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 the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Gregory A. Gauthier and Elissa
P. Schwartz and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
You must be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us will be profitable or equal any historical performance level(s).
Insurance products are offered through Belpointe Insurance, LLC or Belpointe Specialty Insurance, LLC. Gregory A. Gauthier and Elissa P. Schwartz are affiliated with Belpointe Insurance, LLC, a licensed insurance agency. As a licensed insurance agent, Gregory A. Gauthier and Elissa P. Schwartz will earn commission-based compensation for selling insurance products, including insurance products they may offer to clients of Aperçu Advisors, LLC. Belpointe Insurance will also receive a portion of the commission-based compensation. Insurance commissions earned are separate from advisory fees. The recommendation by
Investment Advisor that a client purchase an insurance commission product presents a conflict of interest, as the receipt of commissions may provide an incentive to recommend insurance products based on commissions to be received, rather than on a particular client’s need. No client or prospective client is under any obligation to purchase any insurance commission
products through Gregory A. Gauthier and Elissa P. Schwartz or Belpointe Insurance. Clients and prospective clients are reminded that they may purchase insurance products recommended by Aperçu Advisors, LLC ("Aperçu Advisors"), Gregory A. Gauthier and Elissa P. Schwartz through other, non-affiliated insurance agencies.
This website and its contents is for marketing, guidance and general information purposes only
Nothing available on this Website constitutes investment advice, tax or accounting advice, legal or regulatory advice or an offer to sell or a solicitation of an offer to buy any security. This website is limited to the dissemination of general information pertaining to advisory services and may contain additional investment-related information, publications, and links. The website may contain links to articles or other information that are contained on a third party website. Aperçu Advisors does not endorse or accept responsibility for the content, or the use, of the website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Aperçu Advisors assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Aperçu
Advisors, Gregory A. Gauthier and/or Elissa P. Schwartz are not an attorney or a tax professional and nothing on this website should be considered tax or accounting advice, legal or regulatory advice.
Websites such as this are not impartial and are provided in connection with advertising and marketing of Aperçu Advisors, LLC, Gregory A. Gauthier and/or Elissa P. Schwartz’s services. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor’s own situation.
Third Party Links
This website may contain links to articles or other information contained on a third party website. Aperçu Advisors, LLC does not endorse or accept responsibility for the content, or the use of the third party website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Aperçu Advisors, LLC assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the third party website and inclusion or reference by Aperçu Advisors, LLC to any third party site should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Social Media Presence
We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.
No client was compensated to follow any social media page or connect with us. The appearance of those people that have chosen to follow or like our social media pages or connect with Aperçu Advisors, LLC, Gregory A. Gauthier and/or Elissa P. Schwartz and/or Belpointe does not constitute a testimonial for endorsement of Aperçu Advisors, LLC, Gregory A. Gauthier, Elissa
P. Schwartz, Belpointe or its affiliates, or any of our services. It is not known whether such individuals approve or disapprove of our services. It’s also important to note that specific financial questions on account information can’t be posted, by a client or an advisor. Due to industry regulations, please do not post any comments on social media pages. The entire content of social media sites that we participate in, including third party posts, is archived by Belpointe to comply with securities regulations. We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on any social media site. As convenient as it is to message people within Facebook and Twitter, we will not be able to return messages within those social media channels. We will respond, but will do so from our business email account.
If you are a current Client it is important to remember that it is your responsibility to notify us, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or modify any reasonable restrictions to our investment advisory services.
We appreciate the time you took to learn how to connect with us online, and we look forward to
providing you with interesting industry content.