Measured Risk Portfolios
Established in 2007, Measured Risk Portfolios, Inc. specializes in the construction of actively managed, risk-defined portfolios.
You’re onboarding a new client and they tell you, "I am only willing to lose 10%" - How confident are you that you can deliver on that?
All of us can build a portfolio that limits downside, but at what cost to the upside? And are you confident that downside is real, and not a “best estimate” based on past performance?
Our structure is math based and gives advisors, and their clients, a more defined outcome to protect their downside without capping the upside. We know going in what the downside will be, so there aren’t any surprises.
- Synthetic Equity Portfolios
- Uncapped performance
- Defined drawdown limits
- Performance tied to S&P 500
- Custom risk available via SMA
Disclosures: The S&P 500 Index (“S&P 500”) is an index of 500 stocks chosen for market size, liquidity, and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe. Companies included in the index are comprised exclusively of large cap equities, primarily domestic issuers. The S&P 500 is a market value weighted index with each stocks' weight in the index proportionate to its market value.
All performance or returns presented are hypothetical and do not represent the returns of any actual accounts, and are presented for informational purposes only. Hypothetical performance or returns are not indicative of future returns and should not be relied upon as a guarantee of future results. All investing involves risk of loss, including the possible loss of all amounts invested.