The JSPM Philosophy
Jersey Shore Portfolio Management was created to provide our clients with a safe and reliable haven to grow their investment accounts.
Our goal at Jersey Shore Portfolio Management is to provide a high level of performance, service, and expertise for every client we work with.
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 feel that looking our investors in the eye as we take on the responsibility of managing their financial affairs is paramount in the industry.
Marketing to primarily local investors allows us to conduct much of our business face-to-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.
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.
Have questions about Managed Accounts? Call us at 732-206-6015 or send us a message below.
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