What's Your Number?

Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive.”

With the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. 

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“Up Capital Management has ushered in a new era of predictability and reliability for their clients. By investing in the world’s first risk alignment platform, they can pinpoint a client’s Risk Number and align their portfolio to fit.”
Aaron Klein
CEO, Riskalyze

private wealth mgmt

Customize your investments

From in depth analysis to long-term planning, we take a holistic approach to our portfolios.
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Client services

Welcome to the family

We pride ourselves on exceeding client expectations. With empathy, self-awareness, and defined core values, our service model is the cornerstone of our business.
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401k plan fiduciary


Low cost funds and high engagement rates. We carry cutting edge and unique strategies for your company's benefits plan
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Are you a Smartvestor Pro? We are too!

Years of Managing Wealth
Million Under Management
401k Plan Participants

You’re probably THINKING,

“I’ve been disappointed plenty of times by investment companies; what makes these guys so different?”

The difference is, we care about YOU, not just your investments. The difference is our experience and independence dictates our client policies, not compliance people in some East Coast home office. No red tape. You need something, and we are here for you. We understand you’re tired of the stodgy wealth management companies that promise the world with their comprehensive, tax-sensitive mumbo jumbo and their small-cap large-cap blah blah blahs. So are we. Read more

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Our latest blog posts

Invest Like a Veteran

Although I have never served in the military, my appreciation for those that have continues to grow exponentially. With the advent of independent platforms that bypass the middleman and allow us to source content directly from their originators, getting to understand

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What Matters, and What Does Not by Nyle Bayer

What Matters, and What Does Not

Recently I was asked a simple and fair question which provoked a series of internal talking points. The question was “should I rebalance monthly, quarterly, or annually?” My go-to response when answering such a question which is to stop the

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Sober October

Samuel Langhorne Clemens, otherwise known as Mark Twain, is one of America’s greatest storytellers with novels such as The Adventures of Tom Sawyer. We all know that. However, what most people don’t know about Mark Twain is that he had

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401k Financial Flight Club UPdate

Kevin and Nyle sit down and discuss some of the big changes in retirement confidence and how a 401k can make a BIG impact on that confidence. From there, they pivot to what are the biggest hurdles that people report

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Deja Vu All Over Again

The long history of bad markets during October seems to be repeating itself. Last Friday was the anniversary of Black Monday, October 19, 1987, when the DJIA dropped 25% on that single day! Our opinion is that the volatility may

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Q4 Economic Outlook and Market UPdate

DISCLAIMER The views expressed in this video are the personal views of the authors pictured only and do not necessarily reflect the views of the author’s employer. The views expressed reflect the current views of the author as of the

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