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Jersey Shore Portfolio Management
Active Management for Absolute Return since 2007
Active Management for Absolute Return since 2007
While more labor-intensive than a long-term buy-and-hold strategy, we find our approach toward Active Portfolio Management over passive investment strategies to be more profitable and reliable over time as market conditions fluctuate.
We look for opportunities to grow accounts regardless of how well the overall market indices perform.
While there are many limitations to the products & strategies we can use with some investors, by applying proper speculative trading disciplines to a long-only equity investment strategy we can consistently add incremental value over time. This added value compounds over time and makes a big impact over the long run.
We take into account the level of sophistication of each investor and their objectives and constraints before committing to a particular strategy. We can utilize investor policy statements to lay out the financial account management guidelines and objectives, as needed, on a per-client basis.
We prefer to go over specific account management strategies with you in person, or over the phone.
Questions about Managed Accounts? Call us at 732-206-6015 or message us below.
*We do not share your information with any third parties.
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IMPORTANT NOTICE REGARDING FUTURES TRADING: PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS OR SUCCESS. THE RISK OF LOSS IN COMMODITY FUTURES TRADING CAN BE SUBSTANTIAL. YOU SHOULD CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU WITH REGARD TO YOUR FINANCIAL CONDITION. THE USE OF LEVERAGE IN FUTURES CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PLEASE NOTE WE ONLY OFFER FUTURES TRADING. TO QUALIFIED ELIGIBLE PERSONS, AS DEFINED BY. THE CFTC. FOR MORE INFORMATION, PLEASE READ. OUR FULL DISCLAIMER. FURTHER, IT IS ASSUMED THAT BY VISITING OUR WEBSITE AND ENGAGING OUR FIRM, YOU HAVE REVIEWED ALL APPLICABLE DISCLOSURES.
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 important information regarding Interactive Brokers LLC and the fees this firm charges please visit www.interactivebrokers.com
Jersey Shore Portfolio Management is a New Jersey State Registered Investment Advisor and can provide qualified clients nationwide with a safe and reliable haven to grow their investment accounts – free from common conflicts of interest and high-pressure sales tactics!
©Jersey Shore Portfolio Management LLC. 2024.