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Jersey Shore Portfolio Management
Active Management for Absolute Return since 2007
Active Management for Absolute Return since 2007
We offer investors the opportunity to achieve an absolute rate of return over time through active account management. Over the years, we have come to understand the importance of making tactical adjustments to our portfolio as market conditions change. Experience teaches us that applying proper trading discipline and speculative best practices to even the most conservative of investment accounts can have a dramatic impact on the bottom line.
We are a fee-based advisory firm with a fiduciary responsibility to our clients, and we aim to offer the best advice and account management services possible to all investors who require our help. We want to make sure that the advice we give and the decisions we make for our clients are commensurate with their individual objective(s), investment horizon, liquidity concerns, and tolerance for risk.
Click here for more information on the way we manage accounts.
Marketing to primarily local investors allows us to conduct much of our business face-face. In times of distress in the financial market, it is the relationship that grants peace of mind both to our clients and to those making the investment recommendations.
Have questions about Managed Accounts? Call us at 732-206-6015 or send us a message below.
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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.