David Nelson, CFA | Disclosures

Opinions of David Nelson, CFA

All expressions are that of David Nelson, CFA and are subject to change at any time without notice. These opinions are not intended to be a guarantee of future events.

Published Content

While some information used in this site has been obtained from various published and unpublished sources considered to be reliable,David Nelson, CFA cannot guarantee its accuracy or completeness and accepts no liability for any direct or consequential losses arising from its use. This commentary on this website reflects the personal opinions, viewpoints and analyses of David Nelson, CFA and should not be regarded as a description of services provided by his employer or its affiliates. The author’s opinions, strategy, market outlook, and economic view may change at anytime.

About Investment Advisory Services Content

David Nelson, CFA is an Investment Adviser Representative of Belpointe Asset Management, LLC “Belpointe.” Belpointe is an investment adviser 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 it offers or that or its personnel possess a particular level of skill, expertise or training. Belpointe mainly provides investment advice to individual investors. This site and it’s postings are that of David Nelson, CFA and not of Belpointe.

The opinions expressed in this website are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any indices referenced for comparison are unmanaged and cannot be invested into directly. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Content regarding Belpointe’s investment advisory services is located on the “Investment Management” area of http://www.davidnelsoncfa.com (https://davidnelsoncfa.com/investment-management/), blog posts under the category with “Investment Management” (https://davidnelsoncfa.com/category/investment-management/) and any other page that includes advisory content will have the following disclosure:

“Important Information: This page contains information related to Belpointe’s investment advisory services. Investment advice is offered through Belpointe Asset Management, LLC.”

This site contains content regarding Belpointe’s investment advisory services.


The site and any information provided are being provided by David Nelson, CFA only for your personal, non-commercial use and display. You may download the Information to the Computer, publish to your website and print out a hard copy for your personal reference, provided that you agree not to remove any copyright or other notices contained therein and credit David Nelson, CFA. In addition, any content published on your website must include a link back to our site. The content on this site is the property of David Nelson, CFA or its licensors and is protected by applicable copyright, patent, trademark or other intellectual property law. Except as expressly authorized herein, you may not reproduce, transmit, sell, display, distribute, publish, broadcast, circulate, modify, disseminate, or commercially exploit such Information or any of the Services provided in any manner (including electronic, print or other media now known or hereafter developed) without the written consent of David Nelson, CFA. You also may not use any information on this site for any unlawful purpose, and you shall comply with any request of David Nelson, CFA or any of the third party providers to protect their respective rights in the Information and Services.

Content related to investment advisory services are reviewed by Belpointe’s Compliance Department. Additional information/disclosure about Belpointe is available here: https://belpointeasset.com/disclosure/