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.jspmllc.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 for IRAs). We will still provide you with a no-cost assessment and help in any way that we can.
For more information about MyPortfolioFix™ or questions about your portfolio, send us a message below.
*We do not share your information with any third parties.
IMPORTANT NOTICE REGARDING FUTURES TRADING: PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS OR SUCCESS. THE RISK OF LOSS IN COMMODITY FUTURES TRADING CAN BE SUBSTANTIAL. YOU SHOULD CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU WITH REGARD TO YOUR FINANCIAL CONDITION. THE USE OF LEVERAGE IN FUTURES CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. PLEASE NOTE WE ONLY OFFER FUTURES TRADING TO QUALIFIED ELIGIBLE PERSONS, AS DEFINED BY THE CFTC. FOR MORE INFORMATION, PLEASE READ OUR FULL DISCLAIMER. FURTHER, IT IS ASSUMED THAT BY VISITING OUR WEBSITE AND ENGAGING OUR FIRM YOU HAVE REVIEWED ALL APPLICABLE DISCLOSURES.