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
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Clients
+
Million Under Management
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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

Home Team

Over the years investors have asked why our model portfolios don’t have larger allocations to foreign economies. Currently, we have 0% directly invested in foreign-focused funds in our Income & Balance models and only 5% allocated in our Growth &

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Another Head Fake

Amid the 4th quarter selloff in which the DJIA dropped 20%, we informed our clients that during the summer we had already reduced the foreign holdings from 15% to 5% and Facebook from 7% to 1.9% in our Growth and

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Needle in the Haystack

“The only function of economic forecasting is to make astrology look respectable.” – John Kenneth Galbraith. If you bought 1,000 shares of Apple in during its IPO in December of 1980, you would have paid $22 for those shares, and

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Who's Your “Get Back Coach”?

I’ll be the first to admit; I did not watch many football games this year. Not for political reasons or anything other than that at this point in my life, I have too many competing priorities during the weekend. To

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Q1 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

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