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Independence + Support =

GROWTH

The ultimate RIA solution for Series 65/66 holders seeking a competitive advantage, greater flexibility, and long-term recurring revenue.
Schedule Your Strategy Session

Independence + Support =

GROWTH

The ultimate RIA for Series 65/66 holders seeking a competitive advantage, greater flexibility, and long-term recurring revenue.
Schedule Your Strategy Session

Success In Numbers

Success In Numbers

$497m*

AUM

(*As of December 2023)

70+

Representatives

1:1

Support

100%

Remote

$497m*

AUM

(*As of December 2022)

70+

Representatives

1:1

Support

100%

Remote

Who We Are

Who We Are

Portfolio Medics is an investment advisory boutique with a unique story. Founded in the midst of the 2008 financial crisis, we believe investment success should not be tied to uncontrollable forces, such as stock market crashes and downturns.

Our low-correlated and non-traditional investment strategies are designed to minimize exposure to market risk. This active approach to portfolio management helps us uncover opportunities for returns through all phases of each market cycle. 
Portfolio Medics is an investment advisory boutique with a unique story. Founded in the midst of the 2008 financial crisis, we believe investment success should not be tied to uncontrollable forces, such as stock market crashes and downturns.

Our low-correlated and non-traditional investment strategies are designed to minimize exposure to market risk. This active approach to portfolio management helps us uncover opportunities for returns through all phases of each market cycle. 

Why Choose Portfolio Medics?

When you choose a fast-growing RIA like Portfolio Medics, you join a firm that respects your independence as a business owner. You also gain access to the strategies, expertise, and advice that will help you defy comparison and transcend your career to new heights.

Rep.
focused

Receive access to all the
tools, platforms, and 
guidance you need to build a unique and thriving practice.

institutional Advantages

Access investment strategies enjoyed by the ultra wealthy and institutions, but at a minimum within your clients' reach.

Unmatched
Flexibility

Experience near-unlimited flexibility by working with whomever you want, whenever you want, wherever you want.

Rep. focused

Receive access to all the tools, platforms, and guidance you need to build a unique and thriving practice.

Institutional Advantages

Access investment strategies enjoyed by the ultra wealthy and institutions, but at a minimum within your clients' reach.

Unmatched Flexibility

Experience near-unlimited flexibility by working with whomever you want, whenever you want, wherever you want.
Book A Strategy Session

How We Can Help You Grow

Whether you're a newly-qualified advisor or a retirement-industry veteran, we help representatives in each phase of their careers ignite growth.

All-weather 
investment strategies

Attract and retain more clients by helping them succeed in volatile markets.

Generous 
payout grid

Maximize your AUM revenue while saying goodbye to tech and platform fees.

Top-tier 
marketing support

Receive guidance and resources that will help you fill your pipeline with ease.

Streamlined 
compliance processes

Market and onboard without unnecessary compliance headaches.

Investments managed
For you

We'll place trades in client accounts so you can focus solely on growing your firm.

Individualized
Attention

Get all the help you need with minimal interference in your day-to-day practice

Streamlined 
compliance processes

Market and onboard without unnecessary compliance headaches.

Investments managed
For you

We'll place trades in client accounts so you can focus on growing your firm.

Individualized
Attention

Get all the help you need with minimal interference in your day-to-day practice

Start Your Journey To 

Professional And Financial Success:

We’ve helped 60+ representatives transition from being good advisors to great business owners. Let us show you how they did so you can do it, too.

STEP 01:

Strategy Session

This call is all about you. We’ll determine what it is you’re looking for and figure out the right path to get you there.

STEP 02:

Due Diligence

If you think we might be a good fit, we’ll provide you with all the information you need to help make a decision to move forward.

STEP 03:

Onboarding

Once you’ve made the decision to join us, we’ll work quickly to get you onboarded so you can get started on growing your firm.

STEP 01:

Strategy Session

This call is all about you. We’ll determine what it is you’re looking for and figure out the right path to get you there.

STEP 02:

Due Diligence

If you think we might be a good fit, we’ll provide you with all the information you need to make a decision to move forward.

STEP 03:

Onboarding

Once you’ve made the decision to join us, we’ll work quickly to get you onboarded so you can get started on growing your firm.
Book A Strategy Session

Don't Take Our Word For It

Here's What Our Representatives Have To Say:

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“One of the biggest challenges I had was navigating the up-and-down nature of investments and the impact it had on my clients’ retirements. Thankfully, Portfolio Medics’ active management has helped us protect clients in volatile markets. Not only are our clients happier because we can persevere and even grow their wealth in difficult times, but referrals are up 50%. The founders of the firm are responsive and are able to meet clients' various with ease”

Geryl Winterowd

Portfolio Medics Representative
“There are three things I look for from a financial firm I represent: 1) Does it provide unique solutions that are the best available for my clients? 2) Does it adequately support me so that I can provide those services? 3) Is it ethically sound on every level? Portfolio Medics answers with a resounding ’yes’ for all the years I have been with them, which is nearly a decade now.”

Mark Fenton

Portfolio Medics Representative
“I was with Edward Jones for many years and didn’t feel I was any different from the majority of the advisors out there. That was until I joined Portfolio Medics. Not only was it a new approach to investing, but it has transformed the experience for my clients. They no longer call me out of panic, but now out of confidence. On a personal note, the flexibility allows me to take my son to school and work whenever I want, which has changed my life.”

Robbie Cagle

Portfolio Medics Representative
“Before joining, I was struggling to find a solution for my clients that would give them the upside potential along with the comfort of knowing someone is truly actively managing their investments. They're always there to help with case design and are a great support system for someone just getting started or has an existing practice. Since joining, my business has 2x and a lot of that success goes to Portfolio Medics.” 

Jeffrey Tamas

Portfolio Medics Representative
“I was working with a large RIA that had limited relationships with outside money managers. There was limited flexibility when it came to styles of investment management, which was essential to meet the needs of my clients. Thanks to Portfolio Medics, I’ve been able to branch out my practice to include literally 100s of choices. This has enabled me to be a truly independent advisor. It has been a very positive impact.”

Paul Tarins

Portfolio Medics Representative
“I have worked as an Investment Advisor Representative with Portfolio Medics for over a year now. With the option of going the traditional firm route or to a smaller boutique firm, ultimately Portfolio Medics’ resources for their representatives and the flexibility of the strategies made the decision simple. As a representative, you can achieve as much as you want with Portfolio Medic's support system and structure.”

john Parker

Portfolio Medics Representative
“Before joining Portfolio Medics, I was struggling to find a solution for my clients that would give them the upside potential along with the comfort of knowing someone is truly actively managing their investments. They are always there to help with case design and implementation and are a great support system for someone just getting started or has an existing practice. Since joining, my business has doubled and a lot of that success goes to Portfolio Medics.” 

Jeffrey Tamas

Portfolio Medics Representative
“I was working with a large RIA that had limited relationships with outside money managers. There was limited flexibility when it came to styles of investment management, which was essential to meet the needs of my clients. Thanks to Portfolio Medics, I’ve been able to branch out my practice to include literally 100s of choices. This has enabled me to be a truly independent advisor. It has been a very positive impact.”

Paul Tarins

Portfolio Medics Representative
“I have worked as an Investment Advisor Representative with Portfolio Medics for over a year now. With the option of going the traditional firm route or to a smaller boutique firm, ultimately Portfolio Medics’ resources for their representatives and the flexibility of the strategies made the decision simple. As a representative, you can achieve as much as you want with Portfolio Medic's support system and structure.”

john Parker

Portfolio Medics Representative
“I worked for a wirehouse that was only concerned with us opening the next account and less about serving the clients we had. Portfolio Medics however is different. Everything is centered around the client and has a strong emphasis on helping them succeed in all market conditions. This has allowed me to position myself as an advisor that can offer an investment approach that is unique from most advisors in the industry. I feel part of something really special”

Bobby Aborn

Portfolio Medics Representative
“Before I joined, I felt very limited in the investment strategies I was able to offer my clients. Like everyone else, we offered the buy-and-hold philosophy. I wanted to have the options and opportunities to offer my clients something truly different. The impact Portfolio Medics has been amazing. After all, the markets have endured this year with major declines, our portfolios have weathered the storm. Any time I have a question, the team is always there for me. I'm very happy with my appointment.”

Henry Angelucci

Portfolio Medics Representative
"The impact of becoming an IAR with Portfolio Medics has been tremendous. They’re constantly evaluating their investment management process, keeping IARs and clients in the loop, and looking out for what’s in the best interest, at all times. They continue to do what’s best for people in an industry where that doesn’t always happen (but should). Again, thank you so much, I truly appreciate it and so does anyone else benefiting from connecting with PM as well."

Casey Croysdale

Portfolio Medics Representative

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Frequently Asked Questions

 What makes Portfolio Medics different from other RIAs?

For the majority of our clients, we implement active-investment strategies developed by outside strategists. We constantly monitor and will readily replace strategies that do not meet our internal benchmark criteria.

This gives us an advantage over firms that only implement their own internally developed strategies — we believe they will never fire themselves if their systems erode. In our view, benchmarking and policing actively managed investment strategies is extremely important.

Since we trade our strategies at the omnibus level, we meet the strategy minimums so each individual client does not have to. This allows a client with a small balance to have multiple strategies inside of their account

 How do you determine the individual risk profile of a client?

Before Portfolio Medics starts managing an account, the client takes a risk profile on our website. The client's score, along with the client’s suitability profile, slots them into one of our models.

 If a PM representative passes away, what happens to their block of business?

If one of our representatives dies, we will commit to buying out their block of business over a period of time and compensate their beneficiaries. Contact us for more information.

 Is there anything else that you offer?

Case design is our specialty. We work hand in hand with our representatives and provide them with the case design they need to make an effective presentation. Our representatives do not need to purchase software packages. We routinely host webinars with our reps, their prospects and their clients. 

We consider our firm a turn-key investment management firm. We provide the management, analysis and ongoing support. Our representatives develop and maintain the relationship with clients. Together we can create a great partnership.

 How much and how often do you pay your representatives?

Our representatives' payouts are in the top tier in the industry. We compensate our representatives at the end of each quarter. Our representatives operate on a 1099 basis. Contact us for more information.

 Who is Portfolio Medics NOT for?

Portfolio Medics is not for representatives that wish to do their own trading in client accounts. If a representative is interested in working with Portfolio Medics and also doing their own trading in client accounts, we suggest they start their own registered investment advisory firm. 

 What about outside business activities (OBAs) such as index annuities and other insurance products?

Representatives of Portfolio Medics are required to disclose all OBAs. Portfolio Medics generally does not limit outside business activities, nor do we tell you where to place your fixed insurance business.

  Are there any fees I need to know about if I join Portfolio Medics?

Our representatives do not pay technology, E&O or any other fees to Portfolio Medics. The only fees our representatives pay are for their individual state licensing fees which vary by state.

Let’s talk about 

what we can do for you

Book your strategy session and discover how 
we could help you build a career that could last a legacy.
Book your strategy session and discover how we could help you build a career that could last a legacy. 
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Copyrighted 2023
All Rights Reserved
Copyrighted 2022
All Rights Reserved
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Portfolio Medics is an SEC-registered investment advisory firm. 
27499 Riverview Center Blvd Bonita Springs, FL 34134 
Phone: (239) 444-1766

Advisory services offered through Portfolio Medics.

Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.