Clermont, FL Office

Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high‑net‑worth clients, along with small businesses, retirement plans and charitable organizations. The firm offers both discretionary and non‑discretionary portfolio management, financial planning and consulting, access to unaffiliated independent managers, and a trading signal service for third‑party advisors.

Portfolio Medics builds customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and may include independent managers or DFA funds as appropriate; it advertises specific program structures such as Advisor Managed Portfolios, Diversified Fund Allocation, Market Trend Strategy and Fee Simple Portfolios. The firm combines fundamental, technical and cyclical analysis and may employ shorter‑term trading, margin, covered‑options and inverse/leveraged ETF strategies when consistent with a client’s objectives and risk tolerance.

Notably, Portfolio Medics’ client mix emphasizes retail and small‑business relationships rather than large corporate or institutional mandates, and the firm discloses several arrangements that can affect advice — including participation in institutional custody platforms, referral relationships, advisory personnel who are licensed insurance producers, and its role as a signal provider to other advisors. Portfolio Medics also maintains written oversight of independent managers and a Code of Ethics and review processes intended to address conflicts that arise from these varied services.