Jersey Shore Portfolio Management

JSPM Account Management

Our investment management philosophy means we generally favor active portfolio management over passive investment strategies.

At Jersey Shore Portfolio Management, we aim to produce an absolute rate of return over time, while limiting overall drawdown for all Private Advisory Clients.

While more labor-intensive than a long-term buy-and-hold strategy, we find our approach toward Active Portfolio Management over passive investment strategies to be more profitable and reliable over time as market conditions fluctuate.

We look for opportunities to grow accounts regardless of how well the overall market indices perform.

While there are many limitations to the products & strategies we can use with some investors, by applying proper speculative trading disciplines to a long-only equity investment strategy we can consistently add incremental value over time. This added value compounds over time and makes a big impact over the long run. 

We take into account the level of sophistication of each investor and their objectives and constraints before committing to a particular strategy. We can utilize investor policy statements to lay out the financial account management guidelines and objectives, as needed, on a per-client basis.

We prefer to go over specific account management strategies with you in person, or over the phone.

Questions about Managed Accounts? Call us at 732-206-6015 or message us below.

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