Measured Risk Portfolios

Investment Management • 5230 Carroll Canyon Road, 224, United States • 1-10 Employees

Company overview

Headquarters	5230 Carroll Canyon Road, 224, San Diego, California 92121, US
Website	measuredriskportfolios.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Options Trading, Insurance, Financial Planning, Third Party Money Manager, Retail Investment Advisor
Founded	2007
Employees	1-10

Key Contact at Measured Risk Portfolios

Larry Novofastovsky

Sales Director

Measured Risk Portfolios Email Formats

Measured Risk Portfolios uses 2 email formats. The most common is {first initial} (e.g., j@measuredriskportfolios.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@measuredriskportfolios.com	66.7%
{first name}	john@measuredriskportfolios.com	33.3%

About Measured Risk Portfolios

Founded in 2007, Measured Risk Portfolios is a fee-only, third-party money manager and home of SynthEquity® Portfolios. SynthEquity® is an options strategy designed to deliver the long-run uncapped upside potential of a benchmark with measured risk. Popularized by Modern Portfolio Theory, diversification has served as the standardized portfolio construction methodology to manage risk and reward. Diversification may have its benefits, but it may also have more drawbacks than historically conceded. Measured Risk Portfolios aims to dethrone the fundamental idea of Diversification through the use of our proprietary options trading strategy. Founders Larry Kriesmer, CLU, ChFC, and Bernard Surovsky, CFS of Kingsroad Financial & Insurance Services, each have more than 30 years of experience in Financial Services and 20 years of experience trading options. For important disclosures and additional information, please visit our website at www.measuredriskportfolios.com.

Measured Risk Portfolios revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Measured Risk Portfolios has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Measured Risk Portfolios has never raised funding before.

Frequently asked questions

Measured Risk Portfolios is located in 5230 Carroll Canyon Road, 224, US.

Measured Risk Portfolios was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Measured Risk Portfolios has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Measured Risk Portfolios

Larry Novofastovsky

Sales Director

4.8

40,000 users