Measured Risk Portfolios

SynthEquity® is Measured Risk Portfolios' proprietary options-based approach designed to replicate the S&P 500's uncapped upside while defining a maximum calendar-year loss threshold. Unlike pure covered-call or put-writing strategies that trade upside for premium, SynthEquity® uses a structured combination of long and short index options to create a synthetic equity profile that resets annually. The firm argues this structure addresses two behavioral challenges: achieving peace of mind in drawdowns and maintaining participation in strong rallies.

The firm operates exclusively in listed, exchange-traded US equity index options markets — there is no private deal sourcing, co-investment network, or fund commitment activity. All strategies are implemented through highly liquid S&P 500 option chains. This contrasts sharply with family offices and multi-asset managers that rely on GP relationships or direct private transactions.

The investment strategy is executed by co-founders Larry Kriesmer and Bernard Surovsky, who have been trading options-based approaches together for approximately 20 years. Kriesmer, a Chartered Life Underwriter and Chartered Financial Consultant, and Surovsky, a Certified Fund Specialist, bring insurance and mutual-fund analytical frameworks to the options desk. The firm also employs CFP® and CIMA® professionals for advisor-facing portfolio integration.