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OUR FOUNDER

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Randy Kurtz is a nationally recognized expert on risk. A Registered Investment Advisor and CFP® managing individuals’ assets, he’s been challenging the financial industry’s status quo for over a decade. Randy feels the standard portfolio Wall Street doles out comes with far more risk than clients realize. His goal is to transform the industry by turning the client-advisor relationship from a return-centered conversation to a risk-centered one.

 

He developed the DataDriven Process to create portfolios that maximize diversification and better withstand the market’s turbulence. His process aims to lower excess risk taken in client portfolios via a leaner range of outcomes, without reducing expected return.

 

He has been profiled in Forbes, The New York Times and The Wall Street Journal. Barron’s ranked his firm as the Number 1 performing separate accounts manager in the United States in the third quarter of 2011.

He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Randy is a member of Mensa.

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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 only provides services to clients in states where we are registered or exempt from registration for various reasons. Contact us to obtain a listing of the states in which we are currently doing business.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

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