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Financial Services / Advisors / Investments
"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?
CityBizDirectory serves these areas: Lee County, Collier County, Charlotte County, Cape Coral, Ft Myers, Fort Myers, Pine Island, Sanibel Island, Estero, Bonita Springs, Lehigh Acres, South Ft. Myers, S Ft Myers, Ft Myers Beach, North Ft Myers, N. Ft. Myers, Punta Gorda, Pt Charlotte, Naples, North Naples, Florida, FL, FLA
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