WELCOME to MoveUp Financial.
Actively managed investment solutions for everybody
What Makes Us Different
MoveUp Financial investment solutions utilize dynamic asset allocation with embedded risk management. Our goal is to minimize portfolio losses, while delivering attractive absolute and risk-adjusted returns.
We charge management fees of 0.25% per year or less for securities-related investment solutions and 1.00% or less for cryptocurrency investment solutions.
Our asset management solutions aim to track our rules-based, investment indices. Our indices are published daily. Our clients access our services via separately managed accounts, which provide continuous access and monitoring to their money.
MoveUp Financial provides asset management services based on our investment indices. We managed accounts directly via separately managed accounts on Schwab and Interactive Brokers.
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.