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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Are you a Smartvestor Pro? We are too!

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

How to Survive this Market Cycle

Since Anton wrote last week’s UPdate, the market has gone through three different macrocycles. How is this possible? How can good news one day turn into bad news the next? Let me explain; now that earnings season has ended, the

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Nyle Bayer on the Young Money Podcast

 I forget how I met Dasarte Yarnway, the CEO of Berknell Financial, but it was sometime in 2017. We encountered eachother on twitter (follow me @nylebayer) and immediately kicked it off. Dasarte and I eventually met for coffee to talk shop

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Are We Having Flashbacks?

In March of 2000, the NASDAQ and every “dot.com” company began to disintegrate. For the year, NASDAQ declined 39% and 49% from its March peak. Unfortunately, the carnage had just begun as the tech sector continued to decline for another

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When Good News Is Bad

Since late September the US stock market has been in a protracted selloff. Today’s S&P 500 decline of 1.82% (48.84 points) is just shy of being in correction territory having declined 9.86% since September 21 peak. All and more of

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Invest Like a Veteran

Although I have never served in the military, my appreciation for those that have continues to grow exponentially. With the advent of independent platforms that bypass the middleman and allow us to source content directly from their originators, getting to understand

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What Matters, and What Does Not by Nyle Bayer

What Matters, and What Does Not

Recently I was asked a simple and fair question which provoked a series of internal talking points. The question was “should I rebalance monthly, quarterly, or annually?” My go-to response when answering such a question which is to stop the

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