Manage Your Money
Investments • Portfolio Review
More on Investing
Invest Smarter
Request a free portfolio review
Empower your investing with cutting-edge technology and insights from the Physicians Thrive financial experts.
A Check Up for Your Investments
When it’s time for a check-up on your health, you visit a doctor for a physical. When you want to check on the health of your investments, what do you do?
One of the best things you can do is get an updated performance report from Morningstar, a leading financial and investment software company. Their reporting provides you with both a macro and micro assessment so you can understand how your investments are doing on a global perspective, across all holdings of all accounts. You can also review each individual holding to see how it is adding or detracting from the value of your account(s).
The Morningstar report offers a deep dive into key indicators such as risk, return, and correlation to evaluate the quality of various portfolio designs. Our advisors help every kind of investor whether you are a DIYf-er, collaborator or a delegator so you can better evaluate the strengths and weaknesses of your portfolio.
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
A Wealth of Knowledge
Browse More by
Make more money
Protect your money
My Practice
3+ Ways for Foreign-Born Physicians to File For a J-1 Waiver
Nearly 30% of physicians working in the United States were born abroad. In addition, many of these doctors first came to t…
Read The Article
5 Steps to Organize Estate Documents for Your Executor
5 Steps to Organize One of the greatest gifts you can provide for your loved ones is careful planning and organization of …
Read The Article
4 Ways the Affordable Care Act is Impacting Physicians
Heraclitus, the famous Greek philosopher said “The Only Thing That Is Constant Is Change -” Our team could research an…
Read The Article
3 Topics Physicians Should Avoid In Interviews
For young physicians, the job interview process can be a nerve-wracking experience. After devoting years and years to your…
Read The Article
10 Benefits of a Roth IRA
Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Si…
Read The Article
Essential Elements of Financial Planning
Physicians Thrive compiled invaluable advise on what every physician should look for in their financial planner.
Download the eBook
The Physician’s Guide to Disability Insurance
Physicians have more at stake than any other profession. Protecting your income with disability insurance is critical for …
Download the eBook
The Physician’s Guide to Malpractice Insurance
Learn what every physician should know before they purchase malpractice insurance.
Download the eBook
3 Ways to Avoid Taxes on Life Insurance Benefits
Veronica Baxter | Boonswang Law Firm As a general rule, they do not tax proceeds from a life insurance policy as income to…
Read The Article
7 Alternative Jobs for Physicians
Are you burnt out from years of working long hours? Do you want to step away from clinical practice? You’re not alone. M…
Read The Article
How to Start a Medical Practice
For many physicians, the decision to start their own practice can be a difficult one. While many physicians understand the…
Read The Article
Pros and Cons of Small Practices and Large Health Systems
Physicians are faced with an important decision to make in their careers: where and in what type of setting will they work…
Read The ArticleWe’ve worked with thousands of physicians across the country
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.
