Up Capital Management Partners with Modelist to Expand Investment Research and Custom Portfolio Capabilities
Up Capital Management ("Up"), a fee-only fiduciary Registered Investment Advisor (RIA), today announced a strategic partnership with Modelist, an institutional investment research and custom model portfolio firm.
Up Capital Management Appoints Nyle Bayer as CEO
Up Capital Management, an independent registered investment advisor managing more than $200 million in client assets, today announced the appointment of Nyle Bayer as Chief Executive Officer. The move marks a multigenerational succession at the firm, with founder Anton Bayer, CFP®, transitioning to Chairman and Chief Investment Officer.
