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Investment Strategy Alternatives
Managed by JSPM LLC.
At Jersey Shore Portfolio Management, we provide six actively managed strategies, all managed in-house on the Interactive Brokers Platform. These strategies are offered as alternatives and/or supplements to our custom, independent portfolio for JSPM Private Advisory Clients with moderate to aggressive long-term growth and/or income objectives. All six 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.
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.
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.
A concentrated equity growth trading strategy designed to generate an above-average, risk-adjusted rate of return over time. Capital gains are the strategy’s primary objective. Accounts are managed actively and traded as a group of separately-managed accounts (SMAs). Trades are typically short-term and capital gains are generally taxed to the investor at the short-term capital gains rate.
A concentrated equity strategy designed to generate an above-average, risk-adjusted rate of return over time. Capital gains are the strategy’s primary objective. Accounts are managed actively and traded as a group of separately managed accounts (SMAs). Trades are typically short-term and capital gains are generally taxed to the investor at the short-term capital gains rate.
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.
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.
Questions? Call us at 732-206-6015 or send us a message below.
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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 INTERACTIVE BROKERS.
CFTC 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 BE 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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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!
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