Company Performance Metrics
MD Management provides financial planning, investment management and advisory services for physicians and their families. The company focuses on Total Wealth Planning that integrates investments, retirement income and pension planning, medical professional incorporation, insurance and risk management, and estate and trust planning. Its advisors
offer guidance on tax-efficient strategies and physician-focused solutions, including registered accounts and the MD family of investment funds. MD Management supports different investing approaches, from professionally managed portfolios and mutual funds to self-directed investing. It also provides tools and online access through My MD to help clients monitor portfolios and communicate with advisors.
