What We Do
MyPortfolioFix.com™ was created to provide dedicated support to struggling investors with portfolios of all sizes. We have many years’ worth of experience fixing problems created by other traders, brokers and advisors. And while we can’t make any promises, we do know exactly what to do. This service ensures that problem portfolios like yours can be serviced immediately and effectively, while maintaining our daily commitment to proper money management.
MyPortfolioFix.com™ is a service of JSPM, LLC™, a Registered Investment Advisor. JSPM, LLC™ is a fee-only, fiduciary advisor that works with your best interest in mind at all times.. New cases handled one at a time, wait list may apply
Locate a copy of the latest available statement for each account that you need help with. Once you have all of your information organized, go to the Portfolio Fix page, and fill out the detailed form. This generally takes about 5 to 10 minutes. Your portfolio assessment will be completed within 1-2 business days. We will contact you to set up a phone appointment during this time.
Portfolio repair solutions are provided by Jersey Shore Portfolio Management, LLC. We are a fee-based Registered Investment Advisor clearing through the Barron’s #1-Rated Interactive Brokers, LLC. All accounts are managed personally by Ryan D. Morse, CMT, CFP®. Account management fees vary depending on the nature of trading and objective of the account(s). Due to minimum capital requirements at Interactive Brokers, we cannot provide trading or portfolio management services for individual accounts under $10,000.00 ($5,000.00 for IRA’s). Call us and we’ll help you in any other way we can.
Please note that new cases are handled one at a time, and a waiting list may apply.
Feel free to view our full regulatory disclosure.