It wasn’t just portfolio values that eroded in the last market downturn. The trust investors had placed in the market and with the firms that operate there eroded as well.

Today, investors demand greater accountability from portfolio managers and investment advisors. They expect fuller transparency for their accounts and portfolios.

At Portfolio Medics, we’re committed to both.

Who We Are

Portfolio 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.

What We Do

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.

How We Do It

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.