Active Management for Absolute Return

With over 15 years of trading experience, Jersey Shore Portfolio Management is here to suit all of your portfolio needs.

Financial Planning Solutions

Planning for retirement is complicated. We provide a high level of performance and expertise to every client we work with.

Active Account Management

At JSPM, we aim to produce an absolute rate of return over time while limiting overall drawdowns for all Private Advisory Clients.

Financial Advisory Services

Whether you have underperforming stocks, or problems with your current advising relationship, we are here to help!

Your True Full Service Provider.

At Jersey Shore Portfolio Management, we utilize a collaborative, internet-based financial planning experience. Our CERTIFIED FINANCIAL PLANNERS offer a thorough, professional, and interactive retirement planning process.

Certified Financial Planners.

Backed by over 15 years of experience, we personally handle the financial affairs of individual investors and families.

Questions for Us?

For a free new client consultation and low cost advice, send us a message and we will be happy to work with you.

Portfolio Lagging? We can help

Virtually every investor we speak with has concerns about their investment accounts. Whether you have underperforming stocks, questions about the performance of your existing mutual funds, an annuity product you may not understand, or problems with your current advising relationship, we can help!