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Announcements and coverage
Announcements from Up Capital Management, including leadership changes and partnerships. For media inquiries, write to hello@upcapitalmgmt.com.
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
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
Prior to the outbreak of the coronavirus in 2020, we used to host multiple client and friend dinner events each year. We would have these events typically at excellent local restaurants in the South Bay and East Sacramen
Anton Bayer · October 16, 2024 · 6 min read
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For general education only, not individualized tax or investment advice. Up Capital Management is a Registered Investment Adviser.