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Why Work With A Fiduciary

At Upstream Investment Partners, we are committed to putting our clients first. As Accredited Investment Fiduciaries (AIF), we have taken a legal oath and moral obligation to serve the best interests of our clients without exception.  

After considerable training and education, the members of our team have passed a rigorous exam to earn their AIF designation. While financial advisors are not required to take these steps to become fiduciaries, we believe the only way to deliver holistic wealth services is through absolute objectivity - a cornerstone of the AIF certification.  

When you work with our team, you can rest assured knowing you are getting objective advice tailored to your unique situation. Our decades of experience in navigating the markets complements our oath as fiduciaries. With independent and objective advice, we will help you grow your assets and prepare for the retirement of your dreams.

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What is Riskalyze?

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.