Uptown Capital Advisors

in financial planning and wealth accumulation, including asset allocation, estate planning, tax strategy, education planning and insurance. Our investment philosophy is founded on two principles: (1) over time, index-based investing provides superior returns to active management; and (2) the best investors are those who eliminate emotion from their investment decisions. The Uptown Capital advisory team constructs customized, diversified portfolios using low-cost and tax-efficient ETFs. Our asset allocations are designed to accumulate wealth while maximizing after-tax returns consistent with a client's specific goals. As a registered investment advisor, we are a "fee-only" firm. We do not receive commissions or other fees for placing clients in any funds, and we are fully transparent about the underlying costs of our clients' investments.