Revealing The Key Investment Strategies You Need To Successfully Build Your Wealth.
Anton is the founder of Up Capital Management and Chairman of the Investment Committee for the firm’s propriety model portfolios. He has over 34 years of experience as a Registered Representative and Registered Investment Advisor earning his Certified Financial Planners designation in 1985 at Golden Gate University. Prior to launching Up Capital Management in 2009, Anton was the Senior Vice President of CBIZ Wealth Management where he co-managed over $900 million in assets for individual and corporate accounts.
Since 2003, Anton has published Managing to Retire, a quarterly investment & economic-focused newsletter, and beginning in 2012, The Weekly Brief. In 2007, he released the book titled, Exposing the Myths to Achieving Financial Success. Anton has been a frequent guest on regional and national media programs including CNBC, Fox Business News, Bloomberg Radio, KRON TV, etc. In 2015, he co-founded Harris-Bay, a real estate private equity company currently managing over $80 million in property assets.
Anton is also a private pilot and co-owner of the historic warbird T-34A Mentor. Aviation provides excellent reference points to the tasks of preparation, execution, and achieving your mission of financial success.
At Up Capital Management, you’re more than just a number with a bank account. Ask our clients – it’s how we built our company and reputation. You and your family are special, and you’ve got big plans. We’re here to help you focus on those plans. The quality of life means worrying about whether you should stay in Hawaii for three weeks instead of two, not second-guessing how your retirement savings are being managed.