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 0 - fixed income

100% PRINCIPLE INSURED SAVINGS

This model exclusively holds Money Market, Certificate of Deposits, Treasury Bills, Treasury Notes that offer principal guarantees.

FL 20 - Income

20% TARGET GROWTH ALLOCATION
80% TARGET INCOME ALLOCATION

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 - Balance

40% TARGET GROWTH ALLOCATION

60% TARGET INCOME ALLOCATION

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 - GROWTH & INCOME

60% TARGET GROWTH ALLOCATION

40% TARGET ALLOCATION

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 - Income

80% TARGET GROWTH ALLOCATION

20% TARGET INCOME ALLOCATION

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.

Our Partners

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CONTACT

Office: (916) 520-6420

Anton@upcapitalmgmt.com

Roseville, California

341 Lincoln Street

Roseville, CA 95678

Bulverde, Texas

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The information on this website is the opinion of Up Capital Management and does not constitute investment advice or an offer to invest or to provide management services. Before purchasing any investment, a prospective investor should consult with its own investment, accounting, legal, and tax advisers to evaluate independently the risks, consequences, and suitability of any investment.