Portfolio Medics, LLC

Overview

Portfolio Medics, LLC is a privately owned independent registered investment adviser formed as an LLC and registered with the SEC in 2018. The firm serves individual and family clients and operates as a capital allocator, combining financial planning and portfolio management with the selection of outside advisers. Its fee model is a mix of assets-under-management, hourly, and fixed-fee arrangements. Advisory services listed on its filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. The firm is not identified as an active ESG investor and maintains an industry affiliation with an insurance company.

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Location & Offices