Jersey Shore Portfolio Management is here to suit your portfolio management needs

At Jersey Shore Portfolio Management, we have over 15 years of trading experience and technical trading expertise. We work with you to build and manage a portfolio that meets your financial needs confidently and successfully.

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Financial
Planning
Solutions

Planning for retirement is at the top of everyone’s mind these days. At Jersey Shore Portfolio Management, we are a true full-service provider.

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Whether you have underperforming stocks or problems with your current advising relationship, we can help!.

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Financial
Advisory
Services

Active
Account
Management

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

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We strive to provide a superior level of account management

Jersey Shore Portfolio Management was created to provide our clients with a safe haven to grow their investment accounts. Our goal is to provide a high level of performance, service, and expertise to every client we work with.

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Meet The Team

Meet the team behind MyPortfolioFix and Jersey Shore Portfolio Management

Jersey Shore Portfolio Management and My Portfolio Fix

Mr. Ryan D. Morse

Mr. Morse is a Chartered Market Technician (CMT), a CERTIFIED FINANCIAL PLANNER professional (CFP), and a candidate in the Chartered Financial Analyst (CFA) program. He holds a B.A. in Computer Systems Engineering from Boston University’s College of Engineering and maintains Series 3, Series 63, and Series 65 licenses with FINRA and NFA.

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Trent Smalley

Mr. Smalley, CMT is a portfolio manager and Investment Advisor Representative of Jersey Shore Portfolio Management. He holds the Chartered Market Technician designation, is an active member of the CMT Association, and runs the blog, omahacharts.com. He maintains a Series 3 and Series 65 license with FINRA and the NFA.

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Omaha Charts

Looking For an Expert Advisor?

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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 mutual funds or an annuity product you may not understand, or problems with your current advising relationship, we can help!

MyPortfolioFix.com

Active Management for Absolute Return

With Industry-leading trading and top-tier account management by Interactive Brokers, Jersey Shore Portfolio Management offers bespoke account management and actively-managed strategies available for qualified investors nationwide.

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Questions?

For a free new client consultation and low cost advice send us a message below.

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