With over 15 years of trading experience, Jersey Shore Portfolio Management is here to suit all of your portfolio needs.
Planning for retirement is complicated. We provide the highest level of service and expertise to every client we work with.
At JSPM, we aim to produce an absolute rate of return over time while limiting overall drawdowns for all Private Advisory Clients.
Our CERTIFIED FINANCIAL PLANNERS offer a thorough, professional, and interactive retirement planning process.
Jersey Shore Portfolio Management was created to provide our clients with a safe and reliable haven to grow their investment accounts. Our goal at Jersey Shore Portfolio Management is to provide a high level of performance, services and expertise to every client we work with.
We understand the upmost importance of the management of our investors money, and for that reason, we stand ready to meet with new clients quickly at their earliest convenience. We hope the information provided on this website will be helpful, and we encourage you to give us a call or email us with any questions.
Our goal at Jersey Shore Portfolio Management is to provide a high level of performance, service, and expertise, to every client we work with. We strive to consistently provide a more hands – on, superior level of account management.
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!
Need help with your financial planning? Have questions about your existing portfolio? Maybe you aren’t sure where to start. We are here to answer all of your questions. Send us a message and we will be sure to get in touch.