The Alchemists and Margaret Koosa 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. Insurance products are offered through Belpointe Insurance, LLC or Belpointe Specialty Insurance, LLC. Important information and disclosures related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Margaret Koosa 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).  

 

The views and opinions expressed here are The Alchemists and Margaret Koosa alone and do not represent the official views of Belpointe Asset Management, LLC or any of their affiliates. 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. The Alchemists 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 The Alchemists 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. DBA and/or Advisor is 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 The Alchemists and Margaret Koosa’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.

 

While we may have established presence on one or more social media pages The Alchemists Margaret Koosa Belpointe is not affiliated with Facebook, LinkedIn, Twitter, and/or Instagram. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by any third parties on social media sites. We have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of the Registered Investment Advisor we are associated with please go to: http://www.belpointe.com. 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 The Alchemists or Margaret Koosa and/or Belpointe does not constitute a testimonial for endorsement of me, The Alchemists, 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.

 

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.

 

The Alchemists and Margaret Koosa is affiliated with Belpointe Insurance, LLC, a licensed insurance agency and Margaret Koosa.  As a licensed insurance agent, Margaret Koosa will earn commission-based compensation for selling insurance products, including insurance products they may offer to clients of The Alchemists. Belpointe Insurance will also receive a portion of the commission-based compensation. Insurance commissions earned are separate from advisory fees. The recommendation by Margaret Koosa 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 Margaret Koosa or Belpointe Insurance. Clients and prospective clients are reminded that they may purchase insurance products recommended by The Alchemists and Margaret Koosa through other, non-affiliated insurance agencies