Yatra Wealth Design and Ross Atefit 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 Ross Atefi 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 Yatra Wealth Design and Ross Atefi 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. Yatra Wealth Design 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. Yatra Wealth Design 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. Yatra Wealth Design and Ross Atefi 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 Yatra Wealth Design and Ross Atefi’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.
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 Yatra Wealth Design and Ross Atefi and/or Belpointe does not constitute a testimonial for endorsement of me, Yatra Wealth Design, Ross Atefi, 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.
Ross Atefi is affiliated with Belpointe Insurance, LLC, a licensed insurance agency and Ross Atefi. As a licensed insurance agent, Ross Atefi will earn commission-based compensation for selling insurance products, including insurance products they may offer to clients of Yatra Wealth Design. Belpointe Insurance will also receive a portion of the commission-based compensation. Insurance commissions earned are separate from advisory fees. The recommendation by Ross Atefi 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 Ross Atefi or Belpointe Insurance. Clients and prospective clients are reminded that they may purchase insurance products recommended by Yatra Wealth Design and Ross Atefi through other, non-affiliated insurance agencies.
If we manage your investments, you may securely login to your accounts by clicking on the link provided on this website that will take you to the TD Ameritrade Institutional Account login at advisorclient.com. There you may view View real-time account balances, positions, and transaction history; View individual account information or select Combined Accounts for a combined view; use the convenient search box for information on symbols and other information pertaining to your holdings; View important documents, such as account statements, confirmations, and tax forms; and Access your personal information, your contact information, and the AdvisorClient Security Center When you click the link provided, you leave Yatra Wealth Design website and will enter the TD AMERITRADE website. TD AMERITRADE, Inc. is a registered broker-dealer, and is not affiliated with Yatra Wealth Design. TD AMERITRADE neither endorses nor recommends any particular advisor or investment strategy. TD AMERITRADE does not review Yatra Wealth Design website, and makes no representation regarding the content of the website. The information contained in the Yatra Wealth Design Yatra Wealth Design website should not be considered to be either a recommendation by TD AMERITRADE or a solicitation of any offer to purchase or sell any securities. TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc., Member FINRA/SIPC/NFA.
Yatra Wealth Design is making available as a courtesy to Approved Registered Users and its clients (“User”) eMoney – emX (the “Software Service”). The Software Service has been created and is owned, operated and managed, by eMoney Advisor, LLC (“eMoney”). Yatra Wealth Design has no interest in, or any other role or responsibility for creating, constructing, operating, maintaining, or managing, the Advisory System, and your access to, and use of, the Software Service is strictly at your own risk and subject to your review and acceptance, at the time of your first use of the Software Service, of eMoney’s Terms of Service, as the same may be amended and supplemented from time to time. You should review and read eMoney’s Terms of Service carefully and seek the advice of your attorney and/or other advisor before accepting the Terms of Service and/or using the Software Service.
User acknowledges and agrees that Yatra Wealth Design is not recommending or endorsing any particular use of the Software Service by any particular User, or use of the Software Service in general, and that Yatra Wealth Design is not providing, or giving, any personal investment advice or financial planning advice of any kind to User in making the Software Service available for use by approved Registered Users and Clients. User further acknowledges that Yatra Wealth Design does not provide personal investment or financial planning advice except after the User receives a disclosure statement and executes a specific written Investment Advisory Agreement and/or financial planning agreement with Yatra Wealth Design and/or Belpointe.
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