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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.
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.
Anthony Wall is an expert on structuring and operating Qualified Retirement plans for small companies. He believes that transparency is lacking in many 401(K)s, so he uses everyday language to inform clients. Department of Labor (ERISA) and IRS rules for these plans are confusing, and Anthony excels at bringing clarity to this complexity. Plan participants are often ill informed or uncertain about these plans, so he delivers education and training to help employees prepare for retirement.
Prior to joining Upper Left Wealth, he was a Registered Investment Advisor at Praetorian Guard, a SEC registered investment advisory firm. Before that he worked with the World Bank, the US Army, and PwC.
He holds an M.B.A. in finance from Columbia Business School and a B.S. in International Relations from the United States Military Academy at West Point. Anthony earned Airborne wings and his Ranger tab.
BEING A FIDUCIARY
Upper Left Wealth Management is a privately-owned company, founded by Randy Kurtz. Randy is an independent, registered investment advisor, certified financial planner and your fiduciary. Upper Left Wealth is committed to trust, integrity, and accountability.
Every decision we make is in your best interest. Upper Left doesn’t receive compensation by funds or brokerage firms who only want to sell their products or services. Our reputation is built on doing right for you. Our business is built on our clients’ trust in our work, then sharing their experience with others.
For further research, search for “Randy Kurtz” or “Upper Left Wealth Management” on the regulatory sites below. Note that there is more than one Randy Kurtz. My CRD # is 4579297.