Strategies Actively-Managed by JSPM
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 alternative and/or supplements to our custom, independent 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 Interactive Brokers Platform.
Please take a few minutes to review the brief descriptions below.
Diversified trend-following in global equities and US-listed options seeking to outperform the S&P 500 on a relative 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 to generate outsized, absolute return relative to the S&P 500.
Available to Qualified Eligible Persons (QEPs) only. Model performance information available beginning January 2013.
Click below for a PDF document detailing more information on the JSPM Investment Strategy Alternatives, including investment minimums, pricing, and important disclosures.
Have questions about our Investment Strategy Alternatives? Send us an email and we will gladly answer any questions you may have about current or future investments. Have questions about our managed investment strategies? give us a call at 732-206-6015