MyPortfolioFix Full Disclosure

Disclosure Statement for MyPortfolioFix.com, Powered by JSPM, LLC

MYPORTFOLIOFIX.COM™ (“MYPORTFOLIOFIX” OR “MPF”) IS A WHOLLY-OWNED DIVISION OF JERSEY SHORE PORTFOLIO MANAGEMENT, LLC (“JSPM, LLC”).  MYPORTFOLIOFIX PROVIDES PORTFOLIO ANALYSIS SERVICES TO INDIVIDUALS ONLY AFTER A NO-FEE FINANCIAL PLANNING AGREEMENT HAS BEEN SIGNED by the acount owner(s).  MYPORTFOLIOFIX DOES NOT CHARGE A FEE FOR PORTFOLIO ANALYSIS OR FINANCIAL PLANNING.  FOR A SAMPLE NO-FEE FINANCIAL PLANNING AGREEMENT PLEASE CONTACT MYPORTFOLIOFIX DIRECTLY BY EMAIL AT HELP@MYPORTFOLIOFIX.COM.

THIS CONTENT OF THIS WEB SITE IS INTENDED TO PROVIDE GENERAL INFORMATION ABOUT MYPORTFOLIOFIX.COM.  IT IS NOT INTENDED TO OFFER INVESTMENT ADVICE. INFORMATION REGARDING INVESTMENT PRODUCTS AND SERVICES ARE PROVIDED SOLELY TO READ ABOUT OUR INVESTMENT PHILOSOPHY, OUR STRATEGIES AND TO BE ABLE TO CONTACT US FOR FURTHER INFORMATION. MARKET DATA, ARTICLES AND OTHER CONTENT ON THIS WEB SITE ARE BASED ON GENERALLY-AVAILABLE INFORMATION AND ARE BELIEVED TO BE RELIABLE.  JSPM, LCC DOes NOT GUARANTEE THE ACCURACY OF THE INFORMATION CONTAINED IN THIS WEB SITE.  THE INFORMATION IS OF A GENERAL NATURE AND SHOULD NOT BE CONSTRUED AS INVESTMENT ADVICE. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

INFORMATION WE POST ON OUR SOCIAL MEDIA ACCOUNTS (INCLUDING BUT NOT LIMTED TO, TWITTER, WORDPRESS, VIMEO, YOUTUBE, LINKEDIN, FACEBOOK, PINTEREST, INSTAGRAM AND SNAPCHAT) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY.  ANY ANALYSIS OF AND/OR OPINIONS ON INDIVIDUAL SECURITIES AND/OR MARKET CONDITIONS IS DESIGNED TO BE INFORMATIVE IN NATURE AND IS NOT INTENDED TO OFFER INVESTMENT ADVICE.  RE-TWEETS, LIKES, COMMENTS OR OTHER FORMS OF USER ENGAGEMENT ON THESE SITES DO NOT CONSTITUTE AN ENDORSEMENT OR RECOMMENDATION OF MPF AND/OR JSPM’S SERVICES BY THESE USERS. RE-TWEETS, LIKES, COMMENTS OR OTHER FORMS OF ENGAGEMENT BY MPF AND/OR JSPM, LLC ON THESE SITES DO NOT CONSTITUTE AN ENDORSEMENT OR RECOMMENDATION BY JSPM.  ANY VIEWS, ANALYSIS OR OPINIONS EXPRESSED BY RYAN D. MORSE AND/OR PETER J. CAVEZZA, III ARE THEIR OWN AND SHOULD NOT BE CONSTRUED AS INVESTMENT ADVICE UNLESS A WRITTEN INVESTMENT ADVISORY AGREEMENT AND/OR FINANCIAL PLANNING AGREEMENT HAS BEEN SIGNED BY BOTH PARTIES.

JSPM, LLC IS A REGISTERED INVESTMENT ADVISOR (“RIA”), REGISTERED IN THE STATE OF NEW JERSEY AND THE STATE OF TEXAS. JSPM PROVIDES ASSET MANAGEMENT AND RELATED SERVICES FOR CLIENTS NATIONALLY. JSPM WILL FILE AND MAINTAIN ALL APPLICABLE LICENSES AS REQUIRED BY THE STATE SECURITIES BOARDS AND/OR THE SECURITIES AND EXCHANGE COMMISSION (“SEC”), AS APPLICABLE. JSPM RENDERS INDIVIDUALIZED RESPONSES TO PERSONS IN A PARTICULAR STATE ONLY AFTER COMPLYING WITH THE STATE’S REGULATORY REQUIREMENTS, OR PURSUANT TO AN APPLICABLE STATE EXEMPTION OR EXCLUSION. JSPM PROVIDES ITS INVESTMENT ADVISORY AND ASSET MANAGEMENT SERVICES ON A FEE-ONLY BASIS. JSPM CAN CHARGE FEES BASED ON PERFORMANCE FOR QUALIFIED INVESTORS UPON REQUEST. JSPM PROVIDES INVESTMENT ADVISORY, PORTFOLIO MANAGEMENT AND FINANCIAL PLANNING SERVICES TO INDIVIDUALS, OTHER ADVISORS AND INSTITUTIONS ONLY AFTER A REQUIRED ADVISORY AGREEMENT HAS BEEN SIGNED. FOR A SAMPLE ADVISORY AGREEMENT PLEASE CONTACT JSPM DIRECTLY AT RYAN@JSPMLLC.COM.

JSPM, LLC IS A REGISTERED COMMODITY TRADING ADVISOR (“CTA”) AND COMMODITY POOL OPERATOR (“CPO”) WITH THE NATIONAL FUTURES ASSOCIATION (“NFA”). FUTURES TRADING INVOLVES THE RISK OF LOSS AND MAY NOT BE SUITABLE FOR EVERYONE. THE RISK OF LOSS IN TRADING COMMODITY FUTURES AND OPTIONS CAN BE SUBSTANTIAL. WHEN TRADING FUTURES AND/OR OPTIONS, IT IS POSSIBLE TO LOSE MORE THAN THE FULL VALUE OF YOUR INVESTMENT. JSPM OPERATES WITH AN EXEMPTION IN ACCORDANCE WITH RULE 4.7 OF THE COMMODITY EXCHANGE ACT (“CEA”). ACCORDINGLY, JSPM ONLY OFFERS FUTURES-BASED TRADING STRATEGIES TO QUALIFIED ELIGIBLE PERSONS (“QEPS”), AS DEFINED BY THE COMMODITY FUTURES TRADING COMMISSION (“CFTC”). FOR MORE INFORMATION, PLEASE VISIT THE NFA’S WEBSITE AT WWW.NFA.FUTURES.ORG.

ALL ALTERNATIVE INVESTMENT STRATEGY MODELS, UNLESS SPECIFICALLY IDENTIFIED AS A COMPOSITE OF SEPARATELY MANAGED ACCOUNTS, REPRESENT HYPOTHETICAL RETURNS ON STRATEGIES CURRENTLY OFFERED OR TO BE OFFERED IN THE FUTURE. THESE STRATEGIES WOULD ONLY BE FOR INVESTORS WITH THE ASSETS TO RESPONSIBLY TAKE ON THE HIGHER RISKS OFTEN ASSOCIATED WITH INVESTING IN MANAGED FUTURES AND HEDGE FUNDS. WE MUST BE ABLE TO VERIFY THAT YOU ARE AN ACCREDITED INVESTOR WITH A NET WORTH OF AT LEAST $2M EXCLUDING YOUR PRIMARY RESIDENCE, AND YOU MUST MEET THE ADDITIONAL REQUIREMENT FOR A QUALIFIED ELIGIBLE PERSON, AS DEFINED BY THE COMMODITIES EXCHANGE ACT. IF YOU MEET THESE CRITERIA, WE CAN PROVIDE YOU WITH THE PAPER ACCOUNT ACTIVITY STATEMENTS FOR THE STRATEGY MODEL ACCOUNTS SINCE INCEPTION, AS WELL AS ADDITIONAL MATERIALS DESCRIBING OUR GOALS, STRATEGY, PERFORMANCE AND RISK/RETURN PROFILE REGARDING THESE STRATEGIES.  TO DETERMINE ELIGIBILITY FOR THESE STRATEGIES, PLEASE CONTACT US DIRECTLY FOR AN ELIGIBILITY QUESTIONAIRRE at RYAN@JSPMLLC.COM.

HYPOTHETICAL PERFORMANCE RESULTS IN MODEL PORTFOLIOS MAY HAVE NOTABLE LIMITATIONS. UNLIKE A TRACK RECORD MARKED AS A COMPOSITE OF PARTICIPATING ACCOUNTS, HYPOTHETICAL RESULTS DO NOT REPRESENT ACTUAL TRADING CAPITAL AND MAY BE IMPACTED BY FEES AND COSTS DIFFERENTLY THAN REPRESENTED IN THE SIMULATED TRADING ENVIRONMENT. WHILE COMMISSIONS AND OTHER FEES SUCH AS MARGIN LOAN INTEREST COST ARE ACCOUNTED FOR IN THE SIMULATED TRADING ENVIRONMENT, THE RETURN STREAM MAY BE ALTERED BY MANAGEMENT FEES AND/OR PERFORMANCE FEES EARNED AND THE TIMING WITH RESPECT TO THE PAYMENT OF THESE FEES. SINCE HYPOTHETICAL TRADES HAVE NOT BEEN EXECUTED WITH LIVE CAPITAL, RESULTS MAY ALSO BE AFFECTED BY THE IMPACT OF CERTAIN MARKET FACTORS, SUCH AS SLIPPAGE OR LACK OF LIQUIDITY. ALL MODEL TRADES ARE DONE IN A STANDARDIZED SIMULATED TRADING ENVIRONMENT AT OUR BROKER/DEALER WITH MONTHLY ACTIVITY STATEMENTS AVAILABLE FOR REVIEW BEGINNING 1/13/13. NO REPRESENTATION IS BEING MADE THAT AN ACCOUNT IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN.

JSPM, LLC MAY FORM AND ACT AS THE GENERAL PARTNER AND INVESTMENT ADVISOR TO A PRIVATE INVESTMENT FUND(S) TO BETTER SERVICE INVESTORS SEEKING ABSOLUTE RETURN. IN THE CONTEXT OF ADAPTING ONE OF MORE OF OUR INVESTMENT STRATEGIES INTO A FUND STRUCTURE, NO PRELIMINARY INFORMATION, INCLUDING STRATEGY DISCRIPTIONS AND HYPOTHETICAL PERFORMANCE DATA SHALL CONSTITUTE AN OFFER TO SELL A FUND INTEREST, NOR THE SOLITICATION OF ANY OFFER TO BUY A FUND INTEREST, WHICH MAY ONLY BE MADE AT THE TIME A QUALIFIED OFFEREE RECEIVES A CONFIDENTIAL PRIVATE OFFERING MEMORANDUM. THE INTERESTED PARTY IS UNDER NO OBLIGATION TO INVEST IN THIS OR ANY OTHER POTENTIAL FUND OFFERING AT ANY TIME. FOR MORE IMPORTANT DISCLOSURES, PLEASE EMAIL RYAN@JSPMLLC.COM OR CALL 866-727-1532 TO REQUEST A COPY OF THE FULL PRESENTATION.

JSPM, LLC WILL PROVIDE ALL PROSPECTIVE INVESTMENT ADVISORY CLIENTS WITH A COPY OF OUR CURRENT FORM ADV PART 2 (“BROCHURE”) PRIOR TO COMMENCING AN ADVISORY OR MONEY MANAGEMENT RELATIONSHIP. EXISTING CLIENTS WILL RECEIVE A COPY ON AN ANNUAL BASIS. IN ADDITION, YOU CAN CONTACT US TO REQUEST A HARDCOPY OR DOWNLOAD THE BROCHURE FROM OUR WEBSITE.

FOR MORE INFORMATION REGARDING THE JSI SELECT STRATEGY, THE JSI WORLDWIDE OPPORTUNITY STATEGY, THE JSI ADVISOR GROWTH STRATEGY, THE JSI ADVISOR GROWTH/INCOME STRATEGY, CUSTOM SEPARATELY-MANAGED ACCOUNTS, OR IF YOU HAVE ANY QUESTIONS ABOUT THE INFORMATION ON OUR WEBSITE, OR THE CONTENTS OF ANY INVESTOR PRESENTATION OR OUR ADV BROCHURE, PLEASE CONTACT JSPM, LCC DIRECTLY US AT (866) 727-1532 OR BY EMAIL AT RYAN@JSPMLLC.COM.

MYPORTFOLIOFIX.COM (“MYPORTFOLIOFIX” OR “MPF”) IS A REGISTERED TRADE NAME OF JERSEY SHORE PORTFOLIO MANAGEMENT, LLC.  ALL RIGHTS RESERVED.  THE USE OF THE WORD “FIX” IN MYPORFOLIOFIX.COM DOES NOT REPRESENT A GAURUNTEED RATE OF RETURN, NOR DOES IT REPRESENT A GUARUNTEE THAT WE WILL RETURN AN UNDERPERFOMING ACCOUNT OR PORTFOLIO TO A PREVIOUS HIGHER VALUE IN ANY SPECIFIED AMOUNT OF TIME.  PAST SUCCESSES ARE NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.  ALL INVESTMENTS CARRY SOME FORM OF RISK.  YOU MAY VIEW THE FULL REGULATORY DISCLOSURE OF JSPM, LLC at: www.jerseyshoreinvest.com/fulldisclosure.html

IF YOU HAVE ANY QUESTIONS REGARDING COMPLIANCE AND REGULATORY INFORMATION, OR ANY OF THE INFORMATION ABOVE, PLEASE CONTACT US AT COMPLIANCE@JERSEYSHOREINVEST.COM.