Jersey Shore Portfolio Management

Jersey Shore Portfolio Management Managed Strategies

Investment Strategy Alternatives, actively managed by Jersey Shore Portfolio Management.

At Jersey Shore Portfolio Management, we provide four actively managed strategies, all managed in-house on the Interactive Brokers Money Manager Marketplace through client SMAs.

These strategies are offered as alternatives and/or supplements to our custom, independent portfolio JSPM Private Advisory Clients with moderate to aggressive long-term growth and/or income objectives. All four strategies are also available to clients of other Wealth Advisors on the Interactive Brokers Platform.

Please take a few minutes to review the brief descriptions below.  

The JSI Advisor Capital Growth Strategy

Diversified trend-following in global equities and US-listed options seeking to outperform the S&P;500 on a relative basis over time. Available to non-accredited investors. IRA-friendly. Composite performance available in 2016.

The JSI Advisor Growth and Income Strategy

Longer-term diversified trend-following, primarily in large-cap global equities paying an attractive dividend yield. Seeks to provide growth of capital and current income over time. Available to non-accredited investors. IRA-friendly. Composite performance available in 2016.

The JSI Worldwide Opportunity Strategy

Multi-tiered trend-following strategy featuring a global equity component and tactical allocation to various futures markets. Seeks to outperform the S&P;500 on an absolute basis over time. Available to Qualified Eligible Persons (QEPs) only. Model performance information available beginning January 2013.

The JSI Select Absolute-Return Strategy

Concentrated trend-following in global commodity futures markets seeking to generate outsized, absolute returns relative to the S&P;500. Available to Qualified Eligible Persons (QEPs) only. Model performance information available beginning January 2013. 

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