Portfolio Medics, LLC

Overview

Portfolio Medics, LLC is an independent registered investment advisor organized as an LLC and operating since 2018. The firm serves individual and family clients and is controlled by an individual owner. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Portfolio Medics bills using a mix of percentage-of-AUM, hourly and fixed fees and functions as a capital allocator, directing client capital to external managers when appropriate. The firm does not identify as an active ESG investor and is not listed as a multistate adviser in the snapshot data. It has an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

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Location & Offices