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Introducing

The Measured Risk Strategy Fund

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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

Insights

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