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Introducing

The Measured Risk Strategy Fund

Measured Risk Strategy Fund (MRPAX/MRPIX) invests tactically in options linked inversely to stock market volatility while the majority of the fund remains invested in short-term fixed income securities or cash.

The Fund seeks total return from capital appreciation and, to a lesser extent, income.

The Fund invests up to 20% in options on volatility-linked ETPs to capitalize on flat or declining levels of volatility, while the balance (80% or more) is invested in short-term fixed income (i.e. Treasury Bills) seeking to limit maximum overnight drawdown risk versus volatility ETPs.

Tactical exposure to short volatility, via options, attempts to limit the risk of severe single-day price declines in rising periods of volatility. The majority of the risk is in options exposure which can suffer total loss in a short period of time.

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About

Measured Risk Portfolios was founded in 2007 by Larry Kriesmer, CLU, ChFC and Bernard Surovsky, CFS of Kingsroad Financial & Insurance Services to launch investment strategies that did not yet exist for their clients. Each has more than 20 years of experience trading and using options, and has been trading volatility as part of its strategies since 2013. The Measured Risk Strategy Fund was launched in 2016.

Quarterly Fact Sheet

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Documents

Prospectus
XBRL Files
Account Form
Statement of Additional Information
Roth IRA Application Form
Simple IRA Application Form
IRA ApplicationForm
Roth IRA Financial Disclosure
Simple IRA Financial Disclosure

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