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

At Jersey Shore Portfolio Management, we offer our investors:

  • Quick and Easy Account Setup
  • Online Account Access
  • Quality Investment Advice
  • Commission Discounts for Referrals
  • Money and Retirement Fund Management
  • Face to Face Consultations
  • Personalized service
  • Long Term Investments
  • Short Term Trades
  • Existing Account Analysis
  • Small Business Consulting
  • Personalized Solutions
  • Rapid Responses
  • Transparent Commission Structures
  • Insurance Solutions

Diversified Portfolio Management

  • Individual and Joint Accounts
  • Individual Retirement
  • Investment Accounts
  • 401K Rollovers
  • Corporate Investment Accounts
  • Pensions
  • 401K Plans
  • Retirement Plans

For a full understanding of the portfolio review process click here (insert link)

To make an appointment or for more information, please send us a message below.