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Investments • Physician Investing Strategies
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nSight Surgical Event
Dr. Derek Amanatullah and his team are going to present the final demonstration of the nSight Surgical artificial intelligence technology before it is deployed in an operating room near you.
Individualized Investment Strategies
Physicians Thrive provides a wide spectrum of investment options that allow for us to develop a strategy that works for your individual risk tolerance and financial goals. When you work with a Physicians Thrive advisor you can rest assured that your money is being put to work in the most efficient way possible.
A Broad Spectrum of Solutions
Our investment team offers a wide range of investment options that offer an array of customizable solutions to suit any risk tolerance, investment objective, and timeline, as well as the ability to use multiple strategies inside one account.
These solutions include:
- Tax Efficient Investing
- Exchange-Traded Funds (ETFs)
- Open Architecture
- Passive + Active Blend
- ESG (Environmental, Social, and Governance) Investing
- Strategic + Tactical Blend
- Access to well known effective money managers like Blackrock and Vanguard.
- Access to structured notes
Easily Measure and Assess Your Financial Health
Physicians Thrive uses a financial planning system called Elements® to collect your financial information and measure the key indications for your financial wellness over time.
The Elements Financial Planning System™ gives us a real-time scorecard of your financial situation, so we can continually monitor your progress and provide ongoing, informed advice.
You can review these indications by exploring the Elements below:
- Are you taking the right amount of risk?
- Are you using your income wisely?
- Do you have the right mix of assets?
- How much wealth do you need to make work optional?
As we work together your financial plan will need regular course corrections to keep you on the right track.
That’s why each month we assess your overall financial health using the Elements scorecard and also focus in on one Element for which we collect updated data and do a deeper analysis.
Finally, we deliver beautifully designed, easy-to-follow reports that feature your very latest stats, scores, and any new recommendations for improving your plan.
This methodical approach to keeping your data up-to-date and refreshing your financial plan will give you complete confidence in your progress and direction.
1
Organize
Together, we’ll gather and organize your financial information upfront.
Then, our app will help keep your data up-to-date with prompts when things get stale.
2
Analyze
We’ll regularly analyze your financial health scores to identify ways to help you improve.
And each quarter we’ll deliver a report through our app that highlights all the progress you’ve made.
3
Decide
We’ll use your performance summary and progress report to help you decide if any adjustments should be made to your plan.
We’ll share recommendations with you by email, video, or phone.
4
Act
As the point person on your financial plan, your advisor will:
- Assign action items to our internal team
- Facilitate conversations with your other service professionals
- Introduce you to approved industry partners
Why Choose Physicians Thrive?
Balance
Our team knows it’s critical to protect our clients from the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We work with an investment team that has developed and implemented investment strategies specifically geared toward our client’s unique investment goals as well as their tolerance for risk.
Diversification
Our investment team’s approach is based on using varied strategies to help minimize risk. While each of our strategies has its own methodology, our focus is to avoid major losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection.
Managed Risk
In attempting to avoid large-scale losses, we utilize strategies that emphasize low correlation to broader volatile market activity, whether through hedged equity with the use of protective options, tactical strategies to dynamically adjust to market conditions, or other risk management practices.
Our Resources and eBooks
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Physicians Thrive is a dynamic, full-service financial planning company helping doctors take control of their money. You spend your days caring for everyone else – let us take care of ensuring your investments are in order.
