What departments does PORTFOLIO MEDICS, LLC have?

PORTFOLIO MEDICS, LLC has employees across 4 departments including Marketing, Finance, Engineering, Consultant.

What is the largest department at PORTFOLIO MEDICS, LLC?

The largest department at PORTFOLIO MEDICS, LLC is Finance with 21 employees.

Where are PORTFOLIO MEDICS, LLC employees located globally?

PORTFOLIO MEDICS, LLC has employees across 2 continents and 2 countries including United States Of America, Australia.

How has PORTFOLIO MEDICS, LLC's team size changed over time?

PORTFOLIO MEDICS, LLC's team has remained stable from approximately 37 to 37 employees based on available data.

PORTFOLIO MEDICS, LLC Employee Directory

Investment ManagementFlorida, United States11-50 Employees

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.

Find PORTFOLIO MEDICS, LLC employees' phone numbers or email addresses

PORTFOLIO MEDICS, LLC Global Highlights

North America
51

United States Of America
51

Oceania
1

Australia
1

PORTFOLIO MEDICS, LLC's Leadership

J. C.
Co Founder & Managing Partner
Mobile Phone
Email
G. G.
Fractional Cmo
Mobile Phone
Email
G. T.
Fractional Cmo
Mobile Phone
Email
K. P.
Partner
Mobile Phone
Email
M. H.
Partner
Mobile Phone
Email
I. Y.
Investment Advisor Representative
Mobile Phone
Email
M. S. H. O. O. R. I. P.
Independent Advisor
Mobile Phone
Email
J. B.
Strategic Development Specialist
Mobile Phone
Email

PORTFOLIO MEDICS, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business Development
Recruiting
Sales
Accounting
Other
Business

Contact profiles from PORTFOLIO MEDICS, LLC

Name

Title

Contact Info

Location

Last Update

J. S.
Investment Advisor Representative
Mobile Phone
Email
Mar 04, 2026
J. P.
Investment Advisor Representative
Mobile Phone
Email
United StatesTexas
Mar 04, 2026
K. R.
Investment Advisor Representative
Mobile Phone
Email
United StatesMaryland
Mar 04, 2026
M. H. C.
Registered Investment Advisor
Mobile Phone
Email
United StatesSouth Dakota
Dec 18, 2025
P. F.
Investment Advisor
Mobile Phone
Email
United States
Mar 02, 2026
P. T.
Investment Advisor
Mobile Phone
Email
United StatesFlorida
Mar 04, 2026
R. V. R. C.
Registered Investment Advisor
Mobile Phone
Email
United StatesNorth Carolina
Mar 04, 2026
S. G.
Investment Advisor Representative
Mobile Phone
Email
United StatesColorado
Mar 14, 2026
H. A.
Investment Advisor Representative
Mobile Phone
Email
United StatesNew Jersey
Mar 04, 2026
B. W.
Series 65 Investment Advisor Representative
Mobile Phone
Email
United StatesTexas
Sep 09, 2025

Frequently Asked Questions

What is PORTFOLIO MEDICS, LLC known for?

PORTFOLIO MEDICS, LLC was founded in 2008 operates in the Investment Management industry. The company's main headquarters is located in 27499 Riverview Center Boulevard Bonita Springs, Florida 34134 United States. Explore PORTFOLIO MEDICS, LLC's company overview page for more information.

What is PORTFOLIO MEDICS, LLC's most common email format?

PORTFOLIO MEDICS, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PORTFOLIO MEDICS, LLC email formats with LeadIQ.

How many employees does PORTFOLIO MEDICS, LLC have currently?

PORTFOLIO MEDICS, LLC has approximately 45 employees as of March 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are PORTFOLIO MEDICS, LLC's key employees and leadership?

As of March 2026, PORTFOLIO MEDICS, LLC's key employees include:

Co Founder & Managing Partner: J. C.
Fractional Cmo: G. G.
Fractional Cmo: G. T.
Partner: K. P.
Partner: M. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking