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WELCOME to MoveUp Financial.

Actively managed investment solutions for everybody

Our Mission

Honesty & Integrity

We want every client to have access to actively managed investment solutions that are intuitive, transparent, and attractively priced.

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What Makes Us Different

Downside
Protection

MoveUp Financial investment solutions utilize dynamic asset allocation with embedded risk management. We aim to minimize portfolio losses, while delivering attractive absolute returns, risk-adjusted returns, and low correlation to benchmarks. 

Affordable

Cost

We charge a low cost for both our model delivery service and our asset management service. Our model delivery service typically costs $250 per individual per year. Our asset management service typically costs 0.25% per year. 

Transparency

Our investment solutions follow a rules-based approach. We aim to partner with third-party index services providers, like Index One, to independently calculate our approach and publish indices for our clients.

Our Services

A Clear Approach

We research and design rules-based investment solutions that cover multiple asset classes. We deliver our solutions via a model delivery service or an asset management service.

On a weekly or monthly basis, MoveUp Financial delivers various suggested portfolios based on the firm's rule-based investment strategies. Clients are then responsible to updates their accounts if they choose. MoveUp charges a flat annual fee.

Asset Management

MoveUp Financial handles the execution and monitoring of the client's account relative to a MoveUp Financial investment strategy chosen by the client. MoveUp charges a fee based on the amount of assets managed. We do not charge performance-based fees.

CONTACT US

Questions about our services?

 

Interested in investing with us?

Reach out to us for more information and updates.

We look forward to hearing from you.

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