developer@clearmessagemarketing.com

MEDIQUS: Helping Clients Align Their Investments with Their Values

A common issue arising with organizations and individuals is the rethinking of their investment strategies. Specifically, they’re asking questions like: In this case study we’ll show what happened when two clients, a medical non-profit and a single physician, approached MEDIQUS for help in addressing such questions in the same month.* The Clients Dr. Ellen Cartwright …

MEDIQUS: Helping Clients Align Their Investments with Their Values Read More »

Just a Little Bit More: A MEDIQUS Client Case Study

  How a medical specialist significantly decreased his tax burden and increased his retirement savings. A reporter once asked John D. Rockefeller–at the time the world’s richest man–“How much money is enough?”  His famous reply? “Just a little bit more.” Maybe you feel the same way. You may not be a Rockefeller, but as a …

Just a Little Bit More: A MEDIQUS Client Case Study Read More »

How a Nonprofit Found Stress-Free Investment Management: A MEDIQUS Client Case Study

To be a thriving medical nonprofit, you want confidence that your reserve funds are invested wisely and that they’re being carefully monitored. You can’t afford to jeopardize accomplishing your financial goals—by sacrificing return potential or having your resources tied up in a potentially risky investment strategy. With that reality in mind, check out what happened …

How a Nonprofit Found Stress-Free Investment Management: A MEDIQUS Client Case Study Read More »