“I’ve been disappointed plenty of times by wealth management companies; what makes these guys so different?”

The difference is, we care about you, not just your investments. The difference is our experience and independence dictates our client policies, not compliance people in some East Coast home office. No red tape. You need something, and we are here for you. We understand you’re tired of the stodgy wealth management companies that promise the world with their comprehensive, tax-sensitive mumbo jumbo and their small-cap large-cap blah blah blahs. So are we.

You know and we know, the traditional brokers at big banks and supermarket investment companies really don’t care about your investments. What exactly are they doing with your money? Adding to their revenue sharing arrangements, paying for their lavish company trips, and buying fancy cigars and three-piece suits? That’s the way things used to be done; times have changed. We’re not one of the big guys. It’s our job to be proactive – after all, it’s your money. We’re nimble with our investment management in a way that big firms and banks just can’t compete with. At Up Capital Management, there’s no red-tape nonsense that requires most advisors to “stay the course” with your account, knowing that you may experience significant account swings.