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

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Last Lap

For the past two years, we have advocated holding a 100% US stock allocation with no direct foreign investments especially for those without experience investing in foreign markets. In 2018 we withdrew all foreign Exchanged Traded Funds (ETF’s) and mutual

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Christmas Shopping

Officially, we have yet to start the holiday season, but starting Friday morning at 12:01am its Game On! If you have been a bit bummed by seeing Christmas decorations and displays coming out before Halloween, there’s a reason for it.

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The Last Inning

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Our Great Adventure

For many years, decades really, during quiet moments Cynthia and I dreamed about embarking on a great adventure visiting the Greek islands, walking the streets of Italy, or seeing the amazing artwork of Michelangelo and others in the Sistine Chapel

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