MRP SynthEquity ETF · AMEX:SNTH
MRP SynthEquity ETF — Measured Risk Portfolios — Investor Presentation (April 2026)
17 slides from MRP SynthEquity ETF's investor presentation, April 2026
Slide 1: SynthEquity Separately Managed Accounts
SynthEquity® Separately Managed Accounts Where Innovation Meets Risk Management Alexander Flecker, CFP®, CIMA® Q3 2025 Chief Revenue Officer Strategy Overview For Financial Professionals Use Only.
Slide 2: Contents
SynthEquity® Overview 3 Why SynthEquity®? 4 Management Team 5 SynthEquity® Overview 6 Active Upside Management Contents 7 Maintaining Asymmetry 8 SynthEquity® in Action Portfolio Construction Insights 10 S&P 500 – Distribution of Returns (30 Years) 11 SynthEquity® vs. S&P 500 TR Index & “60/40” 12 6
Slide 3: Why SynthEquity?
Why SynthEquity®? Anchor Portfolios in Low-Risk Assets – Short Duration US Treasuries – For Portfolio Stability SynthEquity® Core Thesis Through a thoughtful and defined portfolio structure, the strategy enables investors to predetermine How? Protect Current Gains from Future Market Volatility throu
Slide 4: Management Team
Management Team Larry Kriesmer CEO, Founder, Portfolio Manager Larry grew up in the Middle East, moved to the US when he was 19 and earned his degree from the University of Redlands, in Southern California in 1985. Larry began his career in financial services in 1987 and earned the CLU and ChFC desi
Slide 5: SynthEquity Growth
SynthEquity® Growth Strategy Overview Growth Stability • SynthEquity® seeks to capture the returns of the S&P 500 with a floor on losses of -15% over a rolling 12-month period. 15% 85% • Treasuries provide a floor on losses* during market declines for risk mitigation. • Actively managed call options
Slide 6: Active Upside Management
Active Upside Management Protect Current Gains from Potential Future Declines Rebalance Risk and Duration Opportunistic “ROLL” The Goal of the Strategy: Active Rebalancing Profit Harvesting Market Appreciation -15% Floor on losses of New Portfolio Balance Accumulate more dollars in Treasuries than t
Slide 7: Maintaining Asymmetry
Maintaining Asymmetry Uncapped Growth & Risk Mitigation SynthEquity® Representative Account Jan. 2016 – Sept. 2025 $1,600,000.00 Call Options $1,400,000.00 Inception: January 2016 $1,200,000.00 Q3 2025: September 2025 Account Value: $487,089 $1,000,000.00 Account Value: $1,561,957 Short Duration US
Slide 8: SynthEquity in Action
SynthEquity® in Action “Make Real Progress” 2020 Crash SynthEquity® Growth - Representative Account $1.2 Millions Protection against the severity of the market crash, without giving up offense. Rapid recovery $1.0 followed. 2020 Result: Outperformance vs. ^S&P 500 TR $0.8 2021 Bull Market $0.6 Posit
Slide 9: Portfolio Construction Insights
Portfolio Construction Insights
Slide 10: S&P 500 Distribution of Returns
S&P 500 – 30 Years of Returns Thoughtfully Combine Growth & Risk Mitigation SynthEquity® is designed to: S&P 500 TR: Annual Return & Frequency 7 ▪ Capture the uncapped potential SynthEquity® Uncapped Upside upside of the S&P 500. 6 Frequency of Return Catastrophic Losses Affordable Losses 5 ▪ Mitiga
Slide 11: SynthEquity Growth vs. SPXTR
SynthEquity® Growth vs. ^SPXTR 100% Portfolio Allocation - (Jan. 2016 - Sept. 2025) Annualized Performance: ▪ SynthEquity® (NOF 75 bps): 15.20% ▪ ^SPXTR (GOF): 14.90% Max Peak to Trough Drawdown: ▪ SynthEquity® (NOF 75 bps): -15.15% ▪ ^SPXTR (GOF): -33.92% Measured Risk Portfolios SynthEquity® Growt
Slide 12: SynthEquity & The 60/40: Equity Replacement
SynthEquity® & The 60/40 Equity Replacement – “The 60” Traditional 60/40 Benchmark: ▪ 60% S&P 500 ETF (SPY) ▪ 40% Barc. US AGG (AGG) SynthEquity® Replacement for ‘The 60’: ▪ 60% MRP SynthEquity® (NOF 75 bps) ▪ 9% Call Options ▪ 51% 1-Year Treasury Ladder ▪ 40% Barc. US AGG (AGG) Replacing a 60% equi
Slide 13: SynthEquity & The 60/40: Bond/Annuity Replacement
SynthEquity® & The ‘60/40’ Bond/Annuity Replacement Traditional 60/40 Benchmark: ▪ 60% S&P 500 ETF (SPY) ▪ 40% Barc. US AGG (AGG) SynthEquity® Fixed Income Replacement: ▪ 60% S&P 500 ETF (SPY) ▪ 40% MRP SynthEquity® ETF (SNTH) ▪ 6% Call Options ▪ 34% 1-Year Treasury Ladder Replacing a 40% fixed inco
Slide 14: Disclosures
Ml MEASURED RISK Mirortroutios Disclosures
Slide 15: MRP Disclosure Statement
MRP Disclosure Statement Measured Risk Portfolios, Inc. (MRPI), is an investment adviser registered with the Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Additional informatio
Slide 16: Disclosures Cont.
Disclosures Cont. Measured Risk Portfolios Performance Disclosure Cont. Y- Charts MPT Hypothetical Blended Benchmark Performance Disclosure Hypothetical benchmarks were created by combining a 60% position in ^SPXTR and a 40% position in AGG TR, 70% position in ^SPXTR and a 30% position in AGG TR, 50
Slide 17: Standardized Composite Performance
Standardized Composite Performance SynthEquity® GROWTH – Historical Performance Q3 Year 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Return Net of Sub-Advisory Fee (75bps) 9.60% 21.79% -7.72% 37.22% 22.11% 31.94% -14.53% 18.66% 27.49% 13.93% S&P 500 Total Return (^SPXTR) 11.96% 21.83% -4.38% 31
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