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

Fourth Wind

Since March 9, 2009, the stock market has enjoyed an impressive recovery. Through yesterday, the S&P 500 has increased 300.7%. The focus of the media and many analysts seems to be whether this market and economy can continue to grow.

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Small, Medium, & Large

Over the last two weeks, the major indices finally recovered from six-weeks of consecutive declines. Last week the indices struggled to end in positive territory despite growing concerns about trade tariffs and the outcome of this week’s FOMC Federal Reserve

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Jobs Jobs Jobs

In real estate, the three key factors to assure success in owning property are: location, location, location. Regarding the US economy and continued growth, the three keys are: JOBS, JOBS, and more JOBS. Yesterday, the JOLTS report (Job Openings and

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Slowing, But Still Growing

The US stock market has recently taken a reprieve from its decade-beating first quarter rally. The risk of not going through these cycles of price assimilation is escalating stock prices reaching levels that few investors are willing to buy at.

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Talented & Homeless

In December 2018, Freddie Mac’s Economic & Housing Research Group released a shocking report about the status of American residential housing. In short, the US is getting further and further behind the increasing demand for housing with an annual shortage

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Buy or Sell?

As investor portfolios continue to appreciate, a similar percentage decline on larger account balances is much more impactful. After the Great Recession in 2009, most retail investors and 401(k) participants had modest account balances (those that had any account balance

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