Physicians' Guide to Wealth

A guide for anyone pursuing financial independence

Q

WEALTH MANAGEMENT

WHEN embarking on a journey, which mode of transportation affords you the most convenience, comfort, and speed? The airplane of course! There is no safer or faster way to get to where you want to go. As safe as air travel is, though, it is not without risk. And here you are with your monetary destination in mind and need to determine what altitude or Flight Level (FL) is best for your mission. The higher you fly the greater the risk and potential to get there sooner. At Up Capital Management, our investment process has been developed over 20 years into a proprietary methodology that has served our clients through major market volatility that includes the Dot Com bust (2000 – 2003), Housing and Financial Crisis (2007 – 2009) and most recently the Pandemic (2020 – ?). Our Financial Planning process will assist in defining what Model or Models are best suited throughout your travels.

A SNAPSHOT OF OUR CUSTOM MODEL PORTFOLIOS

FL 20 – Income

20% target growth allocation

5% target loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

FL 40 – CONSERVATIVE BALANCE

40% target growth allocation

8% target loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

FL 80 – Growth & Income

80% target growth allocation

15% target loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

FL 60 – MODERATE BALANCE

60% target growth allocation

12% target loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

FL 100 – Growth

100% maximum growth allocation

20% target loss tolerance

Note: This is a hypothetical example and is not representative of any specific investment. Your results may vary. No strategy assures success or protects against loss.

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