MEASURED FINANCIAL

Overview

Measured Financial operates as a small, fee-based advisory firm that favors equity exposure and non‑discretionary portfolio management. The firm’s business model centers on managing client accounts on a percentage‑of‑AUM basis and delivering portfolio management for individuals and small businesses, alongside educational seminars and workshops. Measured Financial’s client base includes both individual and family clients and some institutional relationships, and it does not position itself as an ESG‑focused manager. Portfolio activity shows a clear preference for liquid, exchange‑traded investments as the core building blocks of client portfolios. The advisory practice appears to use a mix of individual equities and exchange‑traded funds to achieve market exposure and tactical tilts, while reserving third‑party managers and private vehicles for alternative allocation. All advisory assets reported are managed on a non‑discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices