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About Us
Minimizing Risk to Maximize Returns
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At Porfolio Medics OC, we believe in something better than just "buy and hold" because your retirement is too important to be at the mercy of forces of nature or market meltdowns.
Our Story
Portfolio Medics OC was born out of the 2008 financial crisis. We wanted a way to avoid the devastating losses of a crisis, and then capitalize when the smoke clears. So we began searching for a way to do that. When we found the answer through tactical asset management, we knew we had a winner.
Meet the Team
Whether smooth sailing or rough waters ahead, count on the team who can safely bring you to shores of financial freedom.
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