A complete list of active advisors currently associated with Jersey Shore Portfolio Management, LLC
Warmer can help you find a great advisor at Jersey Shore Portfolio Management, LLC or one who fits your needs even better.
Jersey Shore Portfolio Management serves individual and high‑net‑worth investors, trusts, estates, businesses and clients of other advisors, providing discretionary portfolio management, financial planning and consulting, and a self‑directed trading support option. The firm also offers several Actively‑Managed Strategies delivered as separately managed accounts and provides portfolio reviews through its MyPortfolioFix service. The firm’s investment approach combines fundamental and technical analysis with a generally long‑term orientation while allowing active trading and tactical reallocations when market conditions warrant. Portfolios are constructed from ETFs, individual equities and bonds and may employ options, futures and currencies for hedging or tactical exposure; the adviser also uses margin/borrowing in client accounts as part of its trading and timing strategies. Noteworthy for a small, two‑advisor firm with roughly $22.5 million in assets under management, Jersey Shore assesses and onboards Qualified Clients for performance‑based compensation arrangements and maintains additional qualifications for futures‑enabled strategies. The brochure also discloses plans to act as a fund general partner in the future and describes services that accept allocations from other advisers, features that are less common among similarly sized peers.
To learn more about the advisors currently working at Jersey Shore Portfolio Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Point Pleasant, NJ
| 17
| |
Omaha, NE
| 5
|
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