VerifiedInvestment Management· Founded 2008

Portfolio Medics

Portfolio Medics is an investment advisory boutique with a unique story. Founded in the midst of the 2008 financial crisis, we believe investment success should not be tied to uncontrollable forces, such as stock market crashes and downturns. Our low-correlated and non-traditional investment strategies are designed to minimize exposure to market risk. This active approach to portfolio management helps us uncover opportunities for returns through all phases of each market cycle.

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Bonita Springs, United States45(51 to 200)<$1M2008portfoliomedics.com LinkedIn

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7investment advisor representative
4investment advisor
3financial advisor
3independent financial advisor
1account executive
1client portfolio manager
1contable de gestión
1portfolio manager
1registered investment advisor
1strategic development specialist
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