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

EMPLOYEES FIRST

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
+
Clients
+
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

Forrest from the Trees

Over the past several weeks the market has fluctuated dramatically from one day to the next. Two weeks ago, the Federal Reserve lowered rates 0.25% (25 basis points), leaving some institutional investors pleased while others thought a mere 25 basis

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All Good At Home

On Wednesday, July 31, the Federal Reserve lowered the discount rate charged to financial institutions by 25 basis points (0.25%) making this the first rate cut in eighteen months. On Thursday, President Trump announced the intent to impose a 10%

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Checklists

As most of you know, I am a pilot and I enjoy flying all over California. As I write this UPdate I am returning from the week-long AirVenture, the largest aviation event in the world on 200+ acres held at

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Q3 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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The Economy, Stupid

Back in mid-1992, the economy was technically recovering from the recession. However, even with a steady rate-reducing strategy that began in 1989 by then Federal Chairman Alan Greenspan, voters perceived a still stagnant economy. James Carville, campaign strategist for candidate

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When Good News Is Bad

The stock market continues to soar with the S&P 500 rising +1.7% last week and closing just under its all-time high of 3000. For the week, the DJIA rose 1.2% closing at 26,922 and the NASDAQ rose 1.9% closing at

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