Chairman, Chief Compliance Officer
About Measured Risk Portfolios
Founded in 2007, Measured Risk Portfolios is a fee-only, third-party money manager and home of the innovative investment strategy, SynthEquity™.
SynthEquity™ is an options-based investment approach that combines the benefits of the long-run uncapped upside potential of the S&P 500, with proactively defined calendar year risk.
Popularized by Modern Portfolio Theory, traditional diversification has served as the standardized investment strategy to manage risk and reward, typically through what’s commonly referred to as the “60/40 Portfolio”. While diversification may have its benefits, it may also have more drawbacks than is appreciated.
Measured Risk Portfolios believes SynthEquity™ offers advantages compared to traditional diversification due to its ability to potentially deliver compelling returns in the strongest markets and provide peace of mind in the most challenging markets.
Founders Larry Kriesmer, CLU, ChFC, and Bernard Surovsky, CFS, each have 30 years of experience in Financial Services and 20 years of experience trading options-based investment strategies.
Strategies
At Measured Risk Portfolios we offer two distinct strategies that are designed to help you achieve your financial objectives while providing peace of mind. Click on the links below to learn more about each strategy.
Our Team
Chief Investment Officer
Chief Revenue Officer
Client Service Manager
Paraplanner
Client Service Associate
Trading
Client Service Associate
Trading
In The Media
