Measured Strategies LLC

Overview

Measured Strategies LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individual and family clients and small businesses. Its fee model is flexible, combining a percentage-of-AUM approach with options for hourly and fixed fees, which fits a mix of ongoing wealth management and project-based planning work. Investment activity shows a clear preference for publicly traded equities as the core exposure — the firm allocates the large majority of its assets to exchange-traded equities and ETFs. At the same time, Measured Strategies sources private-market exposure through third‑party alternative managers, including private equity, venture capital, private placements and real estate. The custody relationship with Interactive Brokers and the emphasis on exchange-traded instruments suggest an operational focus on liquid, execution-driven management for the public portion of client portfolios alongside selective illiquid allocations through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices