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.