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Portfolio Medics, LLC

EST. AUM
$780,459,366

CONTACTS
10

CLIENT ACCOUNTS
3,805

Firm Details

Metro area Naples
CRD Number 145958
Website portfoliomedics.com
Client types

Overview

Portfolio Medics is an investment advisory boutique with a compelling origin story. Established during the turbulence of the 2008 financial crisis, the company operates under the belief that investment success should not be contingent on uncontrollable market forces like crashes and downturns. Their innovative investment strategies prioritize low correlation and non-traditional approaches to mitigate market risk. Through active portfolio management, Portfolio Medics identifies opportunities for returns across all stages of the market cycle.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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