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.

YOUR SUCCESS IS OUR GOAL

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.

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UL DATADRIVEN PROCESS

Our DataDriven Process is a mathematical system created to allocate assets and lower volatility. Developed to reduce risk, our process can improve your portfolio’s odds and allow us to make more informed choices.

THE RESULTS ARE UNBIASED, HIGHLY DIVERSIFIED PORTFOLIOS.

WE THINK GLOBALLY ABOUT PORTFOLIO CONSTRUCTION, MAXIMIZING DIVERSIFICATION IN AN EFFORT TO REDUCE RISK.

WALL STREET TENDS TO GET TRAPPED BY THE INVESTING FLAW CALLED HOME BIAS, INCREASING PORTFOLIO RISK WITHOUT INCREASING EXPECTED RETURN.

THE DATA

The size of each country’s stock market in relation to the world.

ANALYZE

MEASURE

The size of each country’s GDP in relation to the world.

VALUATION

Adjust equity weight accordingly.

RESULTS

Unbiased, highly diversified portfolios.

EXAMINE

The size of each country’s debt and currency outstanding in relation to the world.