Case Study

From One Generation to the Next: A MEDIQUS Client Case Study

MEDIQUS Asset Advisors is well known for providing financial services to medical groups and nonprofits. But, we also are experts in guiding individual physicians – and their families – toward their personal financial goals. This is the story of our long-term engagement with one doctor and how that relationship became multi-generational.* The clients We first …

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MEDIQUS: Helping a Nonprofit Educate Donors on Smarter Ways to Make Charitable Donations

Most medical nonprofits are asking the same questions: Here’s what happened when one organization asked MEDIQUS to help them address these questions.* The Client Founded more than a century ago, this international nonprofit operates a philanthropic foundation that provides educational and research opportunities for doctors, fellows, residents, and medical students to enhance their medical knowledge …

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How MEDIQUS Helped One Doctor Make a Plan for the Retirement They Wanted 

In addition to advising medical nonprofits, another major focus of MEDIQUS is providing financial services to individual physicians. Here’s a good snapshot of how that can look… Meet Bob & Dr. Pam Smith* Bob Smith and his physician wife Pam (not their real names) were living on the west coast with their two children.  Pam …

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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 …

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