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.