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 Flecker is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He has worked at firms including Morgan Stanley, HRC Fund Associates, and ADP Broker-Dealer before joining Measured Risk Portfolios, where he has been since 2023. Measured Risk Portfolios manages nearly $400 million in assets for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and registered investment advisers. The firm offers discretionary portfolio management, pension consulting, financial planning, sub-advisory services, and is sub-adviser to the MRP SynthEquity ETF, employing strategies that include derivatives and performance-based fee arrangements.

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.

Garrett Mancuso is a financial advisor with Measured Risk Portfolios holding a Series 66 designation and one year of industry experience. His prior roles include positions at PGIM Investments LLC, Prudential Investment Management Services LLC, and Ameriprise Financial Services LLC. Measured Risk Portfolios manages approximately $400 million in assets for individual and high-net-worth clients, pension plans, foundations, and other advisers. The firm offers discretionary portfolio management, financial planning, pension consulting, sub-advisory services, and manages the MRP SynthEquity ETF, utilizing model portfolios and strategies that include derivatives and performance-based fee arrangements.

Andrew Clayton is a financial advisor at Measured Risk Portfolios with a Series 66 designation and over six years of experience in the industry. His prior roles include positions at Morgan Stanley, Equitable Advisors, Anheuser Busch, and Northwestern Mutual. He also has 16 years of experience in education. Measured Risk Portfolios manages nearly $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 is known for its model portfolios that incorporate derivatives and borrowing strategies and serves as sub-adviser to the MRP SynthEquity ETF.