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

Sell or Hold?

The one scenario that always gets investors into difficult situations with their portfolio (e.g. selling too soon or too late) is due to a misdiagnose of the market. Typically, they already had a premise of market direction, and confirmation basis

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Buyers Finally Slow Down

After the best August for the S&P 500 since 1986 and 2000 for NASDAQ, buyers have backed off their strong appetite for US stocks that allowed sellers to dominate the market and drive down the major indices. The August rally

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Curious Times

August was a month of conflicting messages in so many areas. As more cities experienced violent civil unrest and many cities maintaining or returning to more restrictive health-related public policies, the S&P 500 finished its best August monthly performance since

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Market Momentum Continues

Both the S&P 500 and the NASDAQ have recovered fully from the historic selloff that began February 19. Both have positive returns YTD leaving the Dow Jones Index slightly negative YTD but close to a full recovery from the selloff.

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It has been exceedingly difficult for retail store owners during this pandemic. Business owners are constantly researching and testing new ways to draw customers into their stores and increase “foot traffic”. Annually, many store owners attend conferences to improve their

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Houses vs. Stocks

In our last UPdate, we focused on the strong residential housing market. The combination of reduced supply from slowing new construction and growing buyer demand partially due to historic low interest rates has resulted in a resilient residential home market.

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