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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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

Q2 2019 Economic Review & 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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Partnership, Patience, and Prayers

Spring break is upon us and many, especially students, are looking forward to relaxing in (hopefully) nice weather and certainly no worries of work. For the second year, I will be going to the small town of Mexicali to build

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Slowing or Growing?

On Friday, March 22nd, the 90-Day Treasury Yield briefly rose higher than the 10-Year Treasury Yield for the first time since 2007, a movement that has preceded the last seven US recessions. Due to the nature of this movement typically

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The Domino Effect

Every economy is impacted by small and large events. Whether those events are financial, legislative, environmental, or political. Consider it the domino effect. In some situations, the economy will react very quickly while in other situations the economy may experience

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Buying Toys, or Food?

Consumers spending represents over 66% of the entire US economic financial activity. The challenge to all retailers is determining what their customers want to buy and then being properly stocked with these items. Unfortunately for retailers in January, 800,000 government

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State of US Economy

Last week several essential reports were released which provided an insight into the health of the US economy. Published on February 28 was a report on the Gross Domestic Product changes released every quarter by the Bureau of Economic Analysis

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