Absolute Management for absolute return

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

At Jersey Shore Portfolio Management, we are a true full-service provider. Utilizing collaborative, internet-based financial planning experience, our CERTIFIED FINANCIAL PLANNERS(TM) offer a thorough, professional, and interactive retirement planning process backed by ten years of experience personally handling the financial affairs of individual investors and families.

Financial Planning Solutions

Planning for retirement is complicated. We provide a high level of performance & 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 can help!.


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

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

Active Management for Absolute Return

For active account management, contact the professionals at Jersey Shore Portfolio Management.

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The Latest Financial News.

Are you looking for an Expert Advisor? Ready to establish your financial success?

Our commitment to your financial portfolio and dedication to building long-term financial relationships along with our client-focused financial services will help you approach your money goals with confidence.