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Announcements from Up Capital Management, including leadership changes and partnerships. For media inquiries, write to hello@upcapitalmgmt.com.
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PressUp Capital Management Introduces the Wealth Score, One Number for How Much of Your Financial Life Is Designed on PurposeUp Capital Management introduces the Wealth Score, a free 12-question assessment that turns how much of a financial life is designed on purpose into one number.PressUp Capital Management Partners with Modelist to Expand Investment Research and Custom Portfolio CapabilitiesUp 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.PressUp Capital Management Appoints Nyle Bayer as CEOMultigenerational succession at the Roseville-based RIA. Founder Anton Bayer, CFP®, transitions to Chairman and Chief Investment Officer.Financial PlanningClient and Friend EventsPrior 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
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