Portfolio Medics

By Slate from Toms River, NJ, USA
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About Portfolio Medics

Portfolio Medics is a fee-only investment advisory firm. Because they serve as fiduciaries for their clients and manage their investment decisions it was important to convey trust through the site's design. We also wanted to emotionally connect with their potential clients in order to help generate leads. The site serves a dual function and also provides Investment Adviser Representatives through a secure login access to a document center and valuable investor insights.


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