our process

We combine our depth of investment knowledge, investment philosophy, and cutting-edge technology in order to empower fearless investing.

How much risk do you want?

We’ll take a quantitative approach to pinpointing your Risk Number by going through a series of objective exercises based on actual dollar amounts.

How much risk do you need?

We can chart a path to retirement using a simple, intuitive approach. We’ll visualize the probability of a successful retirement and adjust in real time.

How much risk do you have?

If you’ve already got an investment portfolio, we can quickly import it and see if your Risk Number aligns with your current amount of Risk.

How much risk should you have?

We’ll use all these factors to build an optimized portfolio that fits your risk tolerance and goals. We can then stress test your new portfolio, discuss your 95% probability range, and set expectations for the future!

“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