About Us

Invest Up ™ produces in-depth analysis on nearly all major asset classes including stocks, currencies, bonds, commodities, and real estate. Our research covers financial markets in North America, South America, Europe, and Asia.

We focus on conducting comprehensive quantitative research to help investors participate in the markets' primary uptrends while avoiding the primary downtrends. Our models are based on the interconnected relationships among economic and market factors that drive price movements and valuations in the markets, with an emphasis on how to formulate investment strategies. From credit cycles, interest rates, and inflation to economic growth and much more, our systematic analysis provides an essential framework for investors to profit in the stock, bond, commodity, foreign exchange, and real estate markets.

Our Team

Our team comes from some of the most well-recognized investment banks, hedge funds, and wealth management firms in the world. We bring real-world expertise in money management, economic analysis, and real estate research to a new generation of independent investment research. The background of our founders includes:


  • The Blackstone Group

    • Macro Investing and Economic Research​

  • UBS Investment Bank

    • Fixed-Income and Derivatives Management​

  • DuPont Capital Management

    • Global Equity Research​

  • Brevan Howard Asset Management

    • Global Macro Trading​

  • Diversified Portfolio Strategies

    • Global Asset Allocation​

  • UBS Financial Services

    • Wealth Management and Retirement Planning​

  • Deloitte and Touche

    • Real Estate Derivatives Modeling​

  • GSO Capital Partners

    • Real Estate and Mortgage Research​

  • Lepercq Lynx Investment Advisory

    • Investment Analytics Development​

  • Alcatel-Lucent

    • Technical Lead​

All of the investment team members have one or more graduate degrees in science, statistics, or mathematics from a leading US graduate school, or an MBA from a top US business school.