| BusinessCityBizDirectory For Quality, Value, & Service | ||||
| Professional Services |
Financial Services / Advisors / Investments |
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"Strengthening American Businesses" Our main mission is to help
small and medium-sized businesses
find money in government programs and other specialty sources to help them
recover/grow financially. This allows them to grow their business and
service their clients more effectively without having to worry so much about
finances. We are VERY COMPLIANCE DRIVEN, we do not get creative and we do
not cut corners. There are NO up-front costs, we only get paid if the
business receives money from our efforts. The main program we are servicing
right now is the Employee Retention Credit. Call to see if you
qualify.
There are billions of dollars yet to be
claimed by the American Public. With dozens of programs, relief funds, and
special source funding opportunities to choose from – there is no reason you
shouldn’t have some more money in your pocket. We service multiple programs,
both governmental and non-governmental in order to get you the most money
possible. Let us help you source programs you qualify for and aid in the
application to receive funds. We currently do not offer any specific
"coupons" for our services as we don't get paid unless you qualify for and
get paid for a program. Call us and let us explain how we help and what
programs may be available to assist your business. Remember, in most
cases we don't get paid unless you do. And you will never get charged
to find out what you might qualify for, so call today! "Imagine new possibilities in investment management" Are you concerned with stock market volatility and it’s impact on your retirement income? Are you open to a 2nd opinion? Portfolio Medics is a fiduciary, fee-only registered investment advisory firm based in Bonita Springs, FL. We focus on developing and managing investment portfolios for our clients. We represent our clients’ interests in all of the investment decisions we make on their behalf. Our staff brings together the intelligence and expertise of professional investment associates from across the country. The core team of our firm combines many years of experience in investment advisory practice and portfolio development. We work with multiple independent investment strategy developers and bring their investment strategies within reach of everyday investors. These computer driven strategies help us to navigate through the markets much differently than traditional buy-and-hold portfolio design. By turning to these independent developers, we can reduce conflicts of interest. We perform due diligence on the developers so we can understand their methodologies. After looking at their data, we hand select the strategies we believe are well-positioned to provide strong risk/return profiles and only then include them in our clients’ portfolios. We believe that investment success should not be tied to uncontrollable forces, such as systematic market risk. An active approach to portfolio management using low correlated and non-traditional investment strategies helps us seek opportunities for returns through all phases of each market cycle. We are a fiduciary investment management company. Call on us to discuss:
We believe you cannot have too much information, and an informed investor does better. We invite second opinions and stress testing of existing portfolios as well as new investors that want to get started preparing for their future. You work hard for your money. Let us help you get your money working harder for you! We'll ask it again, are you open to a 2nd opinion?
Portfolio Medics 239-839-9529 Phone
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