Slide Our Alternatives RISK ANALYSIS: HEY KNIEVEL don’t risk your retirement! Slide when you step out of line Join Us GROWTH HAPPENS STRATEGY: Slide Learn More PLANNING: your investments aren’t a toy LISTEN UP TROOPER Slide Investing should not be stressful PREPARATION: Exhale RULE NUMBER ONE

What's Your Number?

Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial planning 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

Q1 2021 Economic Review & Market UPdate

Watch Anton Bayer review the crazy year we had in 2020, and the fundamental processes they followed to still make great returns. Anton also reveals his strategy going into the first quarter of 2021. DISCLAIMER The views expressed in this

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2020 was certainly a year of many emotions, new policies, and opinions that influenced consumer spending and business owners. At the start of 2021, emotions are still running high, challenging investors' strategy, and investment allocations. The National Federation of Independent

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New Year, Same Market

Happy new year! Since there were few new year parties, the saying is not worn out yet. Happy New Year! The US stock market finished 2020 at all-time highs and started 2021 with its first down and up day for

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Good Riddance to 2020!

This year will be remembered for many firsts in US history. Among the firsts include decisions made by politicians, the fastest economic reversal from best in 40 years to worst in 40 years (exceeding periods during the Great Depression), largest

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Market Rotation

Overweighting in the large-cap sector (represented by the S&P 500) and especially growth large-cap, has been a winning strategy for the past three years compared to mid and small-cap (represented by the S&P 400 and S&P 600 respectfully). For the

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Year End Planning

It is hard to believe that a year could go by as fast as this year has, considering the emphasis of sheltering in place and minimizing activities. Even with the lack of family and friend gatherings, weekend outings, and traveling,

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