Portfolio Medics
www.portfoliomedics.comPortfolio Medics is a 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 combine many years of experience in investment advisory practice and portfolio development. Portfolio Medics is an SEC-registed investment advisory firm.
Read morePortfolio Medics is a 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 combine many years of experience in investment advisory practice and portfolio development. Portfolio Medics is an SEC-registed investment advisory firm.
Read moreCountry
State
Florida
City (Headquarters)
Bonita Springs
Industry
Founded
2008
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
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Managing Partner
Email ****** @****.comPhone (***) ****-****Investment Advisor
Email ****** @****.comPhone (***) ****-****Financial Planner
Email ****** @****.comPhone (***) ****-****Registered Investment Advisor
Email ****** @****.comPhone (***) ****-****
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