After we have received your triage form, we will call you to discuss the factors potentially leading to your underperformance and provide you with a written assessment. Many portfolio repair solutions can be implemented quickly in-house and all transfers are expedited.
We are a fee-based Registered Investment Advisor clearing through Interactive Brokers, LLC. All accounts are managed directly by Ryan D. Morse, CMT, CFP®. Account management fees vary depending on the nature of trading and objective of the account(s). Visit our main website at www.jerseyshoreinvest.com for more information on our money management services.
*Due to minimum capital requirements at Interactive Brokers, we currently cannot provide trading or portfolio management services for individual accounts under $10,000.00 ($5,000.00 for IRAs). We will still provide you with a no-cost assessment and help in any way that we can.