Physicians' Guide to Wealth

A guide for anyone pursuing financial independence

Q

EXECUTIVE TEAM

ANTON BAYER, CFP

Anton is the founder of Up Capital Management and Chairman of the Investment Committee for the firm’s propriety model portfolios. He has over 34 years of experience as a Registered Representative and Registered Investment Advisor earning his Certified Financial Planners designation in 1985 at Golden Gate University.

Prior to launching Up Capital Management in 2009, Anton was the Senior Vice President of CBIZ Wealth Management where he co-managed over $900 million in assets for individual and corporate accounts.

Since 2003, Anton has published Managing to Retire, a quarterly investment & economic-focused newsletter, and beginning in 2012 The Weekly Update. In 2007, he released the book titled, Exposing the Myths to Achieving Financial Success.

Anton has been a frequent guest on regional and national media programs including CNBC, Fox Business News, Bloomberg Radio, KRON TV, etc.

In 2015 he co-founded Harris-Bay, a real estate private equity company currently managing over $80 million in property assets.

Anton is also a private pilot and co-owner of the historic warbird T-34A Mentor.  Aviation provides excellent reference points to the tasks of preparation, execution, and achieving your mission of financial success.

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Years of Managing Wealth

Clients

Million Under Management

401k Plan Participants

Known as the “step-child,” Nyle was born on the fourth stair of our family's home in Petaluma, CA. That concept stuck with him as he developed an eye for the alternative/contrarian view on hobbies, life, culture, design, strategy, and ultimately business.

Although he was raised by a CFP and consistently excelled in applied math/writing, Nyle never believed he was destined for finance. His right-brain creative side dominated his lifestyle. It wasn't until after working two years of the gloomy graveyard shift during college that he realized, the life of a starving artist was not for him. He did what any bold creative would do, put on a tie and sold out! *joking*

Starting with Securities America, he worked his way from pushing papers to recording meeting minutes in boardrooms, from editing pitch-decks to creating them, from recording minutes to leading the investment committee meetings, from indexing leads to changing people's lives, he finally recognized the art in finance is as important as the math and adapted investing as his passion. He then moved to LPL Financial and ultimately joined his father in creating Up Capital Management.

As an all-in or not-at-all kind of guy, Nyle worked his way to become an Investment Advisor and Fiduciary to over 25 corporate retirement plans before age 30. These plans represent over 3,000 participants and ~$90MM in assets.

He couldn't stop there; people needed all the hacks he learned to achieve success at a faster rate. Nyle needed an outlet to connect his inner-creative to his love of investing. It was in that transition of June 2016 when Financial Time Traveler was born. He designed and engineered everything, from the logo all the way down to the music used for the podcast.

With a video and audio podcast and accompanying blog, Financial Time Traveler has accumulated ~30,000+ social media followers and over 150,000 minutes watched on YouTube alone in less than a year.

In 2019, his goal is to merge the worlds of low-cost algorithm allocations with relationship-based investment guidance and education.

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NYLE BAYER, ARPC

Rachael

“Decisions Today Change Tomorrows!”

Rachael Peirce, DCS

Rachael

Rachael has been working with Anton Bayer and Up Capital Management for 9 years. She is responsible for the service and maintenance of client accounts, supporting wealth managers, assisting with trading and portfolio management, and facilitating standard operations and procedures within the office.

Prior to joining Up Capital Management, Rachael worked at Fidelity Investments as a Private Client Specialist on both coasts (Boston and Sacramento). During her seven years at Fidelity, she obtained her NASD licenses (series 7 and 63) while gaining comprehensive knowledge of the securities industry, its procedures and regulations.
Rachael was responsible for providing exceptional customer service to over 3,000 client accounts and supported five Account Executives and four Senior Account Executives. Her goal is to be a tremendous asset and integral part of her team and to the client’s overall experience.

Rachael has a Bachelor of Science degree in Psychology through California Southern University, is a Registered Investment Advisor Representative, and is currently working towards her Certified Financial Planning designation.

Personal Note:
About ten years ago, Rachael decided to make the journey across country from Massachusetts to California. Since then she has gained a love for hiking and exploring all the beauty California has to offer. She says one of the greatest things about California is that there are so many areas to explore right in your own back yard.

Since her move, Rachael has developed an even greater passion for cooking, wine tasting, yoga, nutrition, and maintaining an active lifestyle.
In her spare time Rachael is a chef to a local meal prep company that focuses on personal nutrition and fitness goals.

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