Jersey Shore Portfolio Management

Investment Strategy Alternatives

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, independently managed portfolios for 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 IB platform. Please review the brief descriptions below and then click here or on the link below for more information on the JSPM Investment Strategy Alternatives.

Diversified trend-following in global equities and the 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.

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.

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.

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

Click here for a PDF document detailing more information on the JSPM Investment Strategy Alternatives, including investment minimums, pricing, and important disclosures.

For the most up-to-date performance statistics on these strategies, please visit the firms’ blog -JSPM Money Feed to review composite and/or model performance. Updates are generally posted on a quarterly basis and are also posted on the firms twitter feed. 

 

Interactive Brokers’ Standard Disclosure: Interactive Brokers LLC is not affiliated with and does not endorse or recommend Jersey Shore Portfolio Management. Interactive Brokers provides execution and clearing services to customers of Jersey Shore Portfolio Management. For more information regarding Interactive Brokers LLC and the fees charged by this firm, please visit www.interactivebrokers.com

CFT Rule 4.41 Disclosure: hypothetical performance results in model portfolios may have notable limitations. Unlike a track record marked as a composite of participating accounts, hypothetical results do not represent actual trading capital and may be impacted by fees and costs differently than represented in the simulated trading environment. While commissions and other fees such as margin loan interest cost are accounted for in the simulated trading environment, the return stream may be altered by management fees and/or performance fees earned and the timing with respect to the payment of these fees. Since hypothetical trades have not been executed with live capital, results may also be affected by the impact of certain market factors, such as slippage or lack of liquidity. No representation is being made that an account is likely to achieve profits or losses similar to those shown.

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