PORTFOLIO MEDICS, LLC
BONITA SPRINGS, FLORIDA

Portfolio Medics, LLC is a fee-only registered investment advisory firm headquartered in Bonita Springs, Florida. Established on January 3, 2013, as L13000001969 and classified under the FLAL company type, Portfolio Medics pledges to rebuild trust by upholding both portfolio values and integrity within financial markets. The firm strictly operates as a fiduciary entity, ensuring individual client interests are prioritized in all investment decisions. This commitment is bolstered by an intellectual collective of seasoned professionals gathered from various states across the United States, bringing extensive experience in advisory practices and portfolio construction. By collaborating with external money managers, Portfolio Medics endeavors to make advanced investment strategies accessible to everyday investors. These strategies are designed to surpass traditional buy-and-hold approaches by focusing on low-correlated and non-traditional asset classes, thus mitigating systematic market risks. A rigorous due diligence process is applied to these outside managers to evaluate their methodologies and the feasibility of their investment strategies within contemporary market conditions. Only those managers who demonstrate potential for robust returns are integrated into client portfolios, reaffirming Portfolio Medics' dedication to aligning with client objectives over generating firm income. Clients can visit their official website at portfoliomedics.com for more information; however, the company does not solicit advisory services in any U.S. state outside its registered jurisdictions. The operational foundation of Portfolio Medics is anchored by notable figures such as John Conrath and John J. Billy serving as managers.