Upside Lab Advisors Inc.

Overview

Upside Lab Advisors Inc. is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges both a percentage of assets under management and hourly fees, and it operates with a discretionary mandate over the assets it reports. Its reported activity shows a conservative tilt: a majority of assets are held in cash and cash equivalents, and the adviser does not position itself as an active ESG investor or a multi-state advisory platform. Investment activity centers on core mutual-fund-based allocations and the selective use of third‑party alternative managers. The firm lists annuities as part of its toolkit, indicating it blends traditional portfolio building with insurance-based income or guarantee solutions when appropriate for client objectives. Ownership is noted as a mix of an individual and a foreign entity; Upside Lab is organized as a corporation.

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Investments & Alternatives

Location & Offices