So, you found us looking for a Financial Advisor and the thought of creating a wealth management plan came to mind. You might be asking yourself who we are and what we can offer you in terms of Financial Planning.
Here at Jersey Shore Portfolio Management, as an independent, Registered Investment Advisor since 2012, we operate strictly under the Fiduciary Standard and offer a variety of investment services, based on our clients’ overall objectives and risk tolerance.
We are strictly fee-only advisors and do not deal with complicated commission arrangements you often find using traditional stock brokers. We utilize both technical and fundamental analysis and have a strict, ruled based system for managing downside risk. Client accounts are held at Interactive Brokers, allowing full visibility to our performance while trading with the lowest costs in the industry. Utilizing the JSI Managed-Strategy program, Ryan Morse, a Certified Financial Planner (CFP®) and Chartered Market Technician (CMT), and Trent Smalley, Chartered Market Technician (CMT) personally manage all accounts with a customized approach.
The Financial Advisors at Jersey Shore Portfolio Management work hard to help you establish a financial future while considering the always fluctuating markets and a realistic approach to money management is taken in a transparent and up-front manner.
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 ELEGIBLE PERSONS, AS DEFINED BY THE CFTC. FOR MORE INFORMATION, PLEASE READ OUR FULL DISCLAIMER [LINK TO]. FURTHER, IT IS ASSUMED THAT BY VISITING OUR WEBSITE AND ENGAGING OUR FIRM THAT YOU HAVE REVIEWED ALL APPLICABLE DISCLOSURES.