Measured Strategies LLC

Measured Strategies, LLC provides advisory services to individuals and high net worth individuals, delivering ongoing discretionary portfolio management and written financial plans. The firm also offers tax preparation as a separate, stand-alone service and documents client objectives and constraints in an Investment Policy Statement for each engagement.

The firm’s investment approach combines cyclical, fundamental, quantitative and technical analysis and employs both long‑ and short‑term trading consistent with client risk tolerances and IPS guidelines, typically under discretionary authority. Portfolios include traditional equities and fixed income as well as a broad set of alternative exposures — such as REITs, hedge funds, private equity, venture capital, commodities and precious‑metal ETFs — and the firm states it seeks fair allocation of limited opportunities (e.g., IPOs) across clients.

Measured Strategies operates as a small team (two advisors, 13 clients, roughly $26 million AUM) with no account minimums, producing a low client‑to‑advisor ratio and a comparatively high average account size for its peer group. It is registered in multiple jurisdictions (including Puerto Rico, which affects certain custody considerations), recommends Interactive Brokers as its custodian, discloses possible receipt of research/soft‑dollar benefits, and uses a tiered asset‑based fee schedule alongside a wide fixed‑fee range for financial planning — including higher fixed fees up to $50,000 — features that are less common among similarly sized firms.