MEDIQUS
Results. One client at a time
We provide personal Wealth Management, Institutional Investment Advisory Services, Retirement Plan Services and Educational Lectures to Physicians and Medical Societies Nationwide.
MEDIQUS
Results. One Client at a Time
"Results. One Client at a Time.®"
What We Do
At MEDIQUS Asset Advisors, we are committed to help medical professionals and organizations reach their financial goals. Our over 20 years of experience working with physicians, medical organizations and medical practices has given us a unique perspective on the complicated needs of these groups. From this experience, we have developed a result driven process designed to assist you in accomplishing your financial goals.
Wealth Management
You take care of your patients. Let MEDIQUS take care of your wealth management. Physicians face a variety of financial issues and most focus on two things: Independence (the ability to do what you want) and Dignity (to do what you want in the manner you wish).
We help physicians achieve their financial goals with independence and dignity and have been dedicated to that mission for over twenty years.
The board of directors needs to make two critical decisions with regard to investment policies relative to their reserve fund: asset allocation (commonly referred to as diversification) and spending or liquidation needs. These decisions will provide insights into an organization’s investment practices, its historical return on the investments, its asset allocation, and its need for future funds.
Institutional Investment Advisory Services
Wealth Management
You take care of your patients. Let MEDIQUS take care of your wealth management. Physicians face a variety of financial issues and most focus on two things: Independence (the ability to do what you want) and Dignity (to do what you want in the manner you wish).
We help physicians achieve their financial goals with independence and dignity and have been dedicated to that mission since our beginning.
Institutional Investment Advisory Services
The board of directors needs to make two critical decisions regarding investment policies relative to their reserve fund: asset allocation (commonly referred to as diversification) and spending or liquidation needs. These decisions will provide insights into an organization’s investment practices, it’s historical return on the investments, its asset allocation, and its need for future funds. MEDIQUS can help guide the Board in making these decisions.
Retirement Plan Services
Through an advisory relationship, our primary mission is to assist your medical practice or organization in meeting your financial objectives and fiduciary obligations. We help plan sponsors efficiently manage retirement plans and assist in educating participants of the importance of this benefit.
Education & Resources
MEDIQUS team members travel the country to speak at leading medical conferences and symposia. Be sure to sign up for our free e-newsletter. Contact us to discuss how we can provide an educational lecture at your next conference or group meeting.
- Serving physicians and organizations in the healthcare community
- Fee-based services
- Experienced financial advisors working for you
- Emphasis on long-term client relationships
- We understand your financial situation
- We work to meet your objectives
- We commit to your schedule
Family Meetings
A family meeting is a great opportunity to share with your loved one’s important information about your financial plans now and in the future. This inclusive process helps the entire family understand your goals, plans, and their role in what comes next.
