Yes, Better Returns Are Possible. Let Us Show You.
Data-Driven Investments.
Precision Timing.
Unparalleled Results.
You’ve worked hard to build wealth. Now it’s time for your capital to work smarter, with less noise, less fees, and less volatility. At Upside Investments, we focus on one thing: generating exceptional returns while protecting your downside. No management fees. No distractions. Just a disciplined strategy built for investors who want more consistent returns.
First Fund Opening in 11 years. Very Limited Offering.
We are currently accepting only 50 investors, with a minimum investment of $500,000. Once capacity is reached, the fund will close to new entrants for possibly another 10 years, to preserve our strategy and so we can remain highly focused and disciplined. Don't Miss Out!
What Sets Us Apart?
Our Proprietary Investment Strategy.
We don’t follow the market. We outmaneuver it.
Our proprietary strategy is built on precision timing, strict discipline, and the patience to wait for high-conviction opportunities. We don’t chase trends or stay fully invested during volatile stretches. Instead, we deploy capital only when the odds are stacked in our favor, and we sit in cash when they’re not. It’s how we’ve outperformed traditional benchmarks by a wide margin, and why we believe the best risk-adjusted returns come from knowing when not to play.
Cutting-Edge Fee Structure.
No management fees. Only Pay For Performance. Finally, right?
We only win when you do.
At Upside, we’ve eliminated the outdated model of paying fees no matter how your investments perform. There are no management fees, no hidden charges, and no long-term lockups. You only pay us when your portfolio grows — and if it doesn’t, we don’t get paid. It’s simple, fair, and long overdue. Finally, an investment structure that aligns with your success. Not Wall Street’s.
Better Returns.
Since 2000, the inflation-adjusted return on the S&P 500 has averaged just 3.4% per year. Residential real estate? Only 6.2%. Those numbers don’t get you where you want to go - not without taking on more risk, paying more fees, or settling for mediocrity. That’s why we built something different. Since we began tracking our proprietary strategy in 2014, Upside has delivered an average annual inflation-adjusted return of 19.8%, with lower volatility and no management fees. Better returns aren’t a myth. They’re just hard to find. Until now.
Lower Volatility.
Better returns don't have to come with gut-wrenching drops. Since 2000, the S&P 500 has fallen 30% or more seven different times. Most recently, after peaking in November 2021, it plunged 22% in 2022, and didn’t recover to its previous high until April 2025. That’s nearly four years of simply waiting to get back to where you started. Meanwhile, Upside continued to deliver strong, consistent gains, outperforming the market by more than 100% over that same stretch. Our strategy is built to protect your downside and keep you moving forward, not just clawing your way back.
No Management Fees.
We believe it’s unethical to take your money unless we’ve made you more.
That’s why we’re the only investment fund in Utah that’s eliminated management fees entirely. While the average advisor charges 0.88% annually - roughly $9,000 on a $1 million portfolio, even if they lose you money - we think that model is broken. At Upside, the first 1.17% return each month is 100% yours (equivalent to a 15% compounded annual return). We only earn a share of what’s left above that, and if there’s nothing left, we take nothing. Some months that happens. And that’s okay. Because we’re not here to profit off volatility. We’re here to perform, for you.
Why Choose Us?
Unparalleled Investment Solutions.
We don’t believe in one-size-fits-all portfolios or passive tracking. Our proprietary trading strategy is engineered for results, maximizing upside while actively avoiding downside risk. With a disciplined, data-driven approach and no management fees, we deliver investment solutions that are anything but typical.
Truly Aligned Interests.
All other investment firms get paid no matter how your portfolio performs. We don’t. At Upside, we only earn a fee when you earn returns above a 1.17% monthly return (15% annualized threshold), and nothing before that. No management fees. No hidden charges. Just a structure designed to align our incentives with yours, every step of the way. Because we believe trust is built through results, not rhetoric.
Commitment to Excellence.
We’re not trying to be everything to everyone, we’re just relentlessly focused on being the best at what we do. That means constantly refining our strategy, staying disciplined, and putting your interests first. From transparency and reporting to results and relationships, we hold ourselves to the highest standard in everything we do.
What Clients Are Saying.
“What really sets Upside apart is their discipline. They don’t trade for the sake of it, they don’t follow the herd, and they know when to sit on the sidelines. That patience has protected my capital when markets were shaky, and paid off big when the time was right. I’m all in.” - Mark and Jennifer S., Park City, UT
“I was skeptical at first...19% average returns and no management fee sounded too good to be true. But Upside delivered exactly what they promised: strong gains, smart risk management, and a strategy I actually understand. I’ve never felt more confident about where my money is.” - David and Claire L., Lehi, UT
“I’ve worked with wealth managers at big-name firms for years, and not one of them ever tied their compensation to my results. Upside is the first time I’ve felt like someone was truly in my corner, not just collecting fees. The performance has been incredible, but more importantly, the integrity behind it is unmatched.” - Katherine M., Draper, UT.