Tel: 917-768-3390

Fax: 800-483-0575

Upper Left Wealth Management is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. ULWM is only allowed to provide services to clients in states where we are registered or exempt from registration for various reasons. Please contact us to obtain a listing of the states in which we are currently doing business.

© 2019 by Upper Left Wealth Management. All rights reserved.

A PARTNERSHIP

FOR YOUR FUTURE

Focused on risk to safeguard what matters to you.

RISK

& RETURN

ONE DOESN'T EXIST WITHOUT THE OTHER

Of course we want returns to be high.

 

But we know risk involves strategy and careful analysis. We want to remain on pace to achieve the best outcomes for you, the client.

 

Your trust in our processes is of the utmost importance.

UL MEANING

WE CHART A STEADY COURSE TOGETHER.

The upper left section of a risk and return chart represents our ideal: LOW RISK, HIGH RETURN.

 

Without knowing the risk, we can’t judge returns. Assets or portfolios aiming for the upper left generally remain there. Assets in the upper right, or the high risk, high return quadrant, eventually end up in the lower right: the low return, high risk section.

We focus on delivering  portfolioS> in the upper left. The less our plan deviates because of market whims, the more time and energy we have to devote to what matters to us: THE PEOPLE WE LOVE>

UL IDEAL

The upper left area of the brain processes facts and thinks analytically. Likewise, the upper left quadrant of a risk and return chart is built on data. That’s where we aim to be via our DataDriven Process>, the low risk and high return section.

The lower right portion of the brain controls emotional thinking and responses. You don’t want emotions managing your money. But most financial advisors who aim for the upper right, or high risk/high return quadrant, almost always end up in the lower right, or high risk/low return section. By quantifying risk, we position our portfolios to avoid the lower right.

CHARTING, FOCUSING, SAFEGUARDING

UL VALUE

PORTFOLIO

MANAGEMENT

Experience and analysis for optimal outcomes.

Depend on us to prepare for the unknown.

Safeguarding what matters now and in the future.

STRATEGIC

PLANNING

ADVICE &

PROTECTION