Measured Risk Portfolios

EST. AUM
$597,205,588

CONTACTS
4

CLIENT ACCOUNTS
1,601

Firm Details

Metro area San Diego
CRD Number 141422
Website measuredriskportfolios.com
Client types

Overview

Measured Risk Portfolios is a fee-only, SEC-registered investment adviser and third-party money manager founded in 2007 that specializes in options-based portfolio risk management, best known for its SynthEquity strategy, which seeks equity-market participation while managing downside risk by pairing capital-preservation holdings such as short-duration U.S. Treasuries with purchased options on broad equity markets, delivered through professionally managed strategies for clients and financial advisors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Measured Risk Portfolios

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