Portfolio Management Services

Portfolio Management

Portfolio Management

At IDP Management, we understand that managing investments, assets, and financial instruments can be complex and time-consuming. Our Portfolio Management services are designed to help medical practices optimize their financial performance, minimize risk, and achieve their financial goals. Contact us today to learn more about how our Portfolio Management services can benefit your practice.

Our Services Include:

• Employee handbooks
• Job descriptions
• Performance reviews
• Staff meeting facilitation
•  Hiring and Training

How We can Help

Our services include:

Investment management: We help practices develop and implement investment strategies that align with their financial goals and objectives. Our team of experts conducts in-depth research and analysis to identify suitable investment opportunities and monitors investments regularly to ensure that they continue to perform well.

Asset management: We assist practices in managing their physical assets, such as property, equipment, and inventory. We help practices develop effective asset management strategies that optimize the use of these assets and ensure that they are maintained and replaced as needed.

Financial instrument management: We help practices manage their financial instruments, such as stocks, bonds, and derivatives. Our team of experts provides guidance on financial instrument selection, risk management, and portfolio diversification.

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Practice Evaluation

Let Us Help

Contact Us today and let us maximize the potential of your practice.


Doctors, Surgeons, and Dentists.

+300 Employees

Working for you

25 Years

of experience