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


Deja Vu all over again. In 2003, the Severe Acute Respiratory Syndrome (SARS) epidemic was spreading all around the world. Like today, the actual casualties of the virus pales in comparison to the financial carnage that took place in cities,

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Rock n' Roll

For those new to investing into the stock market or those that were starting to get complacent with two of the past three years of solid stock market gains, the rock n’ roll of the past two weeks has surely

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Market Alert

Several clients have contacted us asking if this is a time to reduce risk or maybe even sell 100% of their account and go to cash. Although no one can predict how this virus will play out on world economies,

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How You Feelin’?

Following a stellar 2019, with all major indices turning in 20%+ returns, the market was set up for some type of price adjustment and the 80,000 people infected by the coronavirus worldwide seems to be the impetus. For some odd

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Diminishing Return

For more than 30 years I have enjoyed conversations on financial topics with 1,000’s of people and our team working closely with 100’s of clients assisting them in achieving their financial goals. In all cases, those that became clients did

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Jobs and More Jobs

Last Thursday, the U.S. Department of Labor reported the continued decline since mid-December of new jobless claims with the low number of weekly claims unmatched since last April. Econoday observed, “In an indication of labor market strength, initial jobless claims

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