Navigating Investment Product Structures and Client Comfort

Larry Kriesmer is the Chairman of Measured Risk Portfolios, an RIA based out of San Diego that oversees $350 million in assets under management for a combination of internal retail clients and external financial advisor clients. What's unique about Larry, though, is how he is able to get clients comfortable with taking equity market risk using an approach that actually puts 85% or more of client funds in Treasuries (effectively creating a floor on potential losses) while investing the rest into options on equity indexes to offer potential upside that still can approximate the returns of a conservative, moderate, or even aggressive balanced portfolio that might have otherwise simply allocated directly to the S&P 500. 

Listen in as Larry shares how he implements this strategy and introduces its potential benefits and risks to clients, the tax benefits available when using options, the importance of careful management when using options due to potentially rapid pricing changes, and his commitment to reinvesting in his firm to build a lasting business.

For show notes and more visit: https://www.kitces.com/411