Randy Kurtz, CFP®, RIA
Chief Investment Officer, Upper Left Wealth Management

Randy Kurtz is a nationally recognized expert on risk. A Registered Investment Adviser 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-adviser relationship from a return-centered conversation to a risk-centered one.

He created the DataDriven Process, a method of investing that maximizes diversification to better withstand the market's turbulence. His process aims to lower excess risk taken in client portfolios, without reducing expected return.


Randy 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, where he developed the core of his investing philosophy under the tutelage of Michael Mauboussin and Warren Buffett.

Phone: 917.768.3390 E-mail: Website: LinkedIn:

3 Tips to Lower Your Portfolio Risk

3 Tips to Lower Your Portfolio Risk

How much do you think about the degree of risk in your portfolio? It's probably not enough. Here's how to think about risk and make portfolio adjustme…
December 9, 2019