Modern Investing

High quality research drives our performance-driven investment process.

UPHOLDINGS is an investment manager based in Nashville. We're best known for advising the Compound Kings ETF. Our mission is to expand access to high quality growth investing.

Book

Our Research

We get to know our companies. We interview customers, competitors, and experts to understand exactly where they stand against the competition.

Chart

Our Strategy

Compound Kings® is our first. We identify cashflow compounders: companies generating cash and reinvesting at above average rates of return.

People

Our Team

With 15 years of investing and operating experience, Robert leads the research team in identifying current and future compounders.

Managed Accounts

For individual investments of $10 million and above, email us below.

ETF Direct Access

The Compound Kings ETF is now available commission-free through most online brokerages.