Press

Announcements from Up Capital Management, including leadership changes and partnerships. For media inquiries, write to hello@upcapitalmgmt.com.

Press

Press Release: Up Capital Management Partners with Modelist to Expand Investment Research and Custom Portfolio Capabilities

Up Capital Management announces a strategic partnership with Modelist, bringing institutional-grade investment research and custom model portfolio capabilities to its fee-only fiduciary advisory practice.

Up Capital Management · · 1 min read

Press

Press Release: Up Capital Management Appoints Nyle Bayer as CEO

Multigenerational succession at the Roseville-based RIA. Founder Anton Bayer, CFP®, transitions to Chairman and Chief Investment Officer.

Up Capital Management · June 9, 2026 · 3 min read

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