San Diego, CA Office
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Measured Risk Portfolios
Team
Firm-wide stats for Measured Risk Portfolios
About
Measured Risk Portfolios provides discretionary portfolio management, financial planning, pension consulting, and financial consulting to individuals (including high-net-worth clients), retirement plans, foundations, trusts, U.S. corporations and other RIAs. The firm also acts as a sub-adviser to other advisers, offers private placement recommendations, and sponsors an affiliated exchange-traded fund (the MRP SynthEquity ETF).
The firm’s investment approach centers on model portfolios that blend short-duration fixed income with option-based strategies—including purchased calls, protective collars and other option spreads—to target downside mitigation while retaining upside participation; it also offers a dividend-focused Consumer Linked Income Portfolio and a mutual-fund/ETF strategy for smaller accounts. MRPI manages accounts on a discretionary basis, may use margin in client accounts, and documents the risks and mechanics of its derivatives and leverage practices in its disclosure materials.
What distinguishes the firm from many peers is its combination of an active options-based program and custody-level features: it offers performance-based fee arrangements for qualified clients, serves as sub-adviser to an affiliated ETF (with specific hypothetical performance examples disclosed in the Fund materials), and maintains an insurance agency affiliation (doing business as Kingsroad Financial & Insurance Services) with advisors licensed to sell insurance products. The firm’s regulatory filings also show nearly $597 million in AUM and roughly 793 client relationships supported by five advisors, producing a relatively high client load per advisor and prompting disclosures about conflicts and mitigation (for example, not charging its advisory fee against SNTH positions).
Based on Measured Risk Portfolios
Expertise
Based on Measured Risk Portfolios
Location
5230 Carroll Canyon Road, #224
San Diego CA 92121
Advisors at this office
3
Advisors at this office
Bernard S
Series 63, Series 66
San Diego, CA
Measured Risk Portfolios
Bernard Surovsky is a financial advisor with Measured Risk Portfolios who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at Measured Risk Portfolios since 2012 and previously at Independent Financial Group from 2007 to 2017. Outside of his advisory role, he is a licensed California insurance agent and president of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages approximately $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm employs model portfolios incorporating derivatives and margin and serves as sub-adviser to the MRP SynthEquity ETF.
Alexander F
CFP®, Series 66
San Diego, CA
Measured Risk Portfolios
Alexander Flecker is a CFP® with 10 years of industry experience currently advising at Measured Risk Portfolios. His prior roles include positions at Morgan Stanley and HRC Portfolio Solutions, LLC. Flecker is based in San Diego, CA, and holds a Series 66 license. Measured Risk Portfolios offers discretionary portfolio management, financial and pension consulting, and sub-advisory services to a range of clients including high-net-worth individuals, retirement plans, and foundations. The firm’s investment approach combines option-based strategies with short-duration fixed income to manage risk while providing upside potential, and it sponsors an affiliated exchange-traded fund.
Lawrence K
ChFC®, Series 63
San Diego, CA
Measured Risk Portfolios
Lawrence Kriesmer is a ChFC® credentialed financial advisor with 35 years of industry experience, currently serving at Measured Risk Portfolios. He previously worked at Independent Financial Group, LLC for 11 years and has been involved with Measured Risk Portfolios, Inc. and Kingsroad Financial & Insurance Services since 2002. He is also a licensed insurance agent and part owner of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages nearly $400 million in assets for individual and high-net-worth clients, as well as institutional investors, offering discretionary portfolio management, pension consulting, and sub-advisory services. The firm is known for its model portfolios incorporating derivatives and margin strategies and serves as sub-adviser to the MRP SynthEquity ETF.
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