What departments does Portfolio Medics have?

Portfolio Medics has employees across 3 departments including Marketing, Consultant, Finance.

What is the largest department at Portfolio Medics?

The largest department at Portfolio Medics is Marketing with 1 employees.

Where are Portfolio Medics employees located globally?

Portfolio Medics has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Portfolio Medics's team size changed over time?

Portfolio Medics's team has grown from approximately 37 to 38 employees based on available data.

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Portfolio Medics Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Portfolio Medics is a boutique advisory firm focused on portfolio management. Based in Bonita Springs, Florida, the company was founded during the 2008 financial crisis. It emphasizes low-correlated, non-traditional approaches designed to reduce exposure to market risk. 

It employs an active management approach that aims to uncover opportunities across different phases of market cycles. As a boutique firm in the investment management space, Portfolio Medics serves clients seeking to navigate varying market conditions through risk-aware strategies.

Portfolio Medics Global Highlights

North America
53

United States Of America
53

Oceania
1

Australia
1

Portfolio Medics's Leadership

G. G.
Fractional Cmo
Mobile Phone
Email
K. P.
Partner
Mobile Phone
Email
M. H.
Partner
Mobile Phone
Email
B. I.
Consultant
Mobile Phone
Email
T. M.
Investment Advisor Representative
Mobile Phone
Email

Portfolio Medics Employee Metrics

100%

50%

2026

2025

Banking
Business Development
Recruiting
Sales
Other
Business
Community & Social Services

Contact profiles from Portfolio Medics

Name

Title

Contact

Location

Last Update

G. G.
Fractional Cmo
Mobile Phone
Email
Australia
Apr 23, 2024
K. P.
Partner
Mobile Phone
Email
Oct 17, 2024
M. H.
Partner
Mobile Phone
Email
Jun 08, 2026
B. I.
Consultant
Mobile Phone
Email
Oct 21, 2024
T. M.
Investment Advisor Representative
Mobile Phone
Email
Sep 30, 2025

Frequently Asked Questions

What is Portfolio Medics known for?

Portfolio Medics was founded in 2008 and operates in the Investment Management industry. Explore Portfolio Medics's company overview page for more information.

What is Portfolio Medics's most common email format?

Portfolio Medics employees' email format typically follows the pattern of FLast@portfoliomedics.com. Trying to find reliable and up-to-date employee contact data? Find more Portfolio Medics email formats with LeadIQ.

How many employees does Portfolio Medics have currently?

Portfolio Medics has approximately 46 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Portfolio Medics's key employees and leadership?

As of August 2026, Portfolio Medics's key employees include:

Fractional Cmo: G. G.
Partner: K. P.
Partner: M. H.
Consultant: B. I.
Investment Advisor Representative: T. M.

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Portfolio Medics Employee Directory

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