Over the last 14 years, Portfolio Medics has followed this roadmap to offer clients what they truly desire and do not necessarily get from other advisory firms: all-weather investment strategies that provide consistent risk-adjusted returns over a full-market cycle. At Portfolio Medics, this is achieved by executing distinct, well-defined, and repeatable investment processes that are typically out of reach of the average advisor.
At the same time, we have differentiated ourselves as a boutique firm that offers its prospective reps the greatest of advantages in the advisory space: generous payout grid, top-tier marketing support, managed-for-you investments, individualized attention and streamlined compliance processes.
If you’re a Series 65/66 holder looking for a competitive edge, greater flexibility, and ways to succeed in all market conditions, then get in touch. We are currently seeking new representatives to join our team. All our positions are 100% remote.
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