# Measured Risk Portfolios

Measured Risk Portfolios is an Asset Manager based in San Diego, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** 5230 Carroll Canyon Rd, San Diego, CA 92121, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** https://measuredriskportfolios.com
- **LinkedIn:** https://www.linkedin.com/company/measured-risk-portfolios

## Regulatory record

- **CRD number:** 141422
- **SEC file number:** 801-80124
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141422

## About

MEASURED RISK PORTFOLIOS is an SEC-registered investment adviser in San Diego, CA, registered since 2014. The firm manages $597 million in assets, with $571 million on a discretionary basis. It has 13 employees and 4 investment advisers.

## Sectors

- Hedge Funds

## People

- Larry Kriesmer — Co-Founder
- Bernard Surovsky — Co-Founder
- Alexander Flecker — CFP®, CIMA®

## Questions

### What is SynthEquity® and how does it differ from a standard options-writing strategy?

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.

### How does Measured Risk Portfolios source and structure its investments?

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.

### Who runs investment decisions at Measured Risk Portfolios?

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.

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- [Finnestad Financial](https://altss.com/profile/finnestad-financial)
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Last updated: 2026-07-06T00:36:07.365Z

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