Jersey Shore Portfolio Management

Jersey Shore Portfolio Management Team

Active Management for Absolute Return

With over 20 years of trading and investment experience, Jersey Shore Portfolio Management is here to handle all of your portfolio needs.

Active, fee-based account management by Chartered Market Technicians.

Advisory Services

Whether you have underperforming stocks or funds, are tired of worrying about your self-directed accounts, or have problems with your current advising relationship, at JSPM we are here to help!

Planning Solutions

Planning for retirement is complicated. At JSPM, we are fiduciary advisors and provide the highest level of service and expertise to every client we work with.

Account Management

At JSPM, our trading, technical analysis, and portfolio management techniques aim to produce an absolute rate of return over time while limiting overall drawdowns for all Private Advisory Clients.

Certified Financial Planners™

Backed by over 20 years of experience, we personally handle the financial affairs of individual investors and families.

Collaborative Financial Planning

At Jersey Shore Portfolio Management, we utilize collaborative, internet-based financial planning experience. Our CERTIFIED FINANCIAL PLANNERS™ offer a thorough, professional, and interactive retirement planning process. 

Explore our services or connect with an advisor today for a free consultation.

*We do not share your information with any third parties.

Portfolio Lagging? We Can Help!

Virtually every investor we speak with has concerns about their investment accounts. Whether you have underperforming stocks, questions about the performance of your existing mutual funds, an annuity product you may not understand, or problems with your current advising relationship, we can help!