Portfolio Medics, LLC

Overview

Portfolio Medics, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves primarily individual and family clients and identifies itself as a capital allocator. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services listed in filings are financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm is not flagged as an active ESG investor and notes an affiliation with an insurance company.

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Location & Offices