Wealthy Doctor Institute LLC

Wealthy Doctor Institute LLC provides portfolio management and financial planning to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and offering ongoing discretionary portfolio management. The firm also conducts periodic educational seminars and workshops for the public and has offered subscription‑style content to clients.

Operating as a fiduciary, WDI employs a mix of analytical approaches — including charting, technical and cyclical analysis alongside modern portfolio theory — and documents risk tolerance and objectives in client IPSs. Its implementation toolkit includes long‑ and short‑term trading, short sales, margin, options, leveraged ETFs, direct precious‑metal investments, and access to private placements and venture capital, reflecting the use of more complex strategies and their attendant risks.

Noteworthy details in the brochure include that the principal is a practicing radiologist and that the firm historically produced market‑timing newsletters and a vodcast (the brochure notes those publications are no longer offered), while continuing to provide public seminars and subscription services. The firm recently added a third‑party money manager to its offerings, and the combination of public education, subscription content history, and use of higher‑complexity instruments is atypical for a solo independent adviser serving individuals.