Don Kisselbach

UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.

Functions as a College/University

DC Nelson Asset Management is a core equity investor that seeks to generate long-term capital appreciation with risk-adjusted returns that are superior to those offered by market averages. The firm employs proprietary technical analysis to select stocks.

Belpointe provides investors with a wide range of investments options: Global, Domestic, International and Emerging Market. These strategies can be used individually or aggregated together through a wide range of asset allocation methodologies.