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Program Details

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Jersey Shore Portfolio Management 

JSI Select

Manager: Ryan Morse

Address: 560 Main St, Suite 2B, Loch Arbour, NJ, 07711, U.S.A.

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Overview

Program Type:CPO
Inception Date:Apr 1, 2015
AUM:$127,185
QEP:No
Incentive Fee:20%
Annual Mgt Fee:2%
Min Investment:$100,000
Disclosure Doc:View
Performance Program S&P 500
Total ROR:25.93%14.26%
Annual ROR:298.77%122.49%
YTD:0.00%5.53%
1 Year:0.00%14.40%
Alpha:-102.27
Beta:121.20
Statistics Program S&P 500
Average Monthly Gain:12.87%0.95%
Average Monthly Loss:N/A0%
Winning Months:22
Losing Months:00
Current DD:0.000.00
Max DD:0.000.00
Sharpe Ratio (RF 1%):5.02
Annualized Std Dev:59.38

Methodology

Discretionary:100%
Systematic:0%

Strategy

StrategySingle Strategy
DirectionalLong / Short
Holding PeriodLong & Short Term
---------------------------
Momentum:25%
Pattern Recognition:25%
Technical Analysis:25%
Trend Following:25%

Monthly Returns as Percentage by Year

JanFebMarAprMayJunJul AugSepOctNovDecYTD
20150.7524.9925.93

PAST PERMORMANCE IS NOT INDICATIVE OF FUTURE RETURNS.

Program Info

Description: A flexible managed-future trading strategy designed to generate an above-average, risk-adjusted rate of return over time. Concentrated trend-following in global commodity futures markets of sufficient liquidity. Proprietary account management methods serve to enter and exit positions intelligently, enhance alpha capture, limit tail risk, and smooth volatility
Risk Management: Emphasis on protecting both original investment and profits using a trailing stop updated regularly. We scale in and scale out our positions

Company Info

Jersey Shore Portfolio Management was created to provide our clients with a safe haven to grow their investment accounts. Our goal at Jersey Shore is to provide a high level of performance, service and expertise to every client we work with. We strive to consistently provide a more hands-on, superior level of account management when compared with many financial planning and investment advisory firms around the country.

We feel that looking our investors in the eye as we take on the responsibility of managing their financial affairs is an important factor in this industry, and marketing primarily to local investors allows us to conduct much of our business face to face. Working with those who share a love for the Jersey Shore has provided us with a common thread for building healthy, long-standing relationships with our clients. It is this strong relationship that often helps grant peace of mind to our investors during times of volatility in the global markets.

We hope that the information provided on this website will answer many of the common questions potential investors have, and we encourage visitors to the site to give us a call immediately if we can answer any additional questions or be of any help.

JSPM Disclosure Statement
JERSEY SHORE PORTFOLIO MANAGEMENT, LLC ("JSPM") 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 SERVICES ON A FEE-ONLY BASIS. JSPM PREFERS TO CHARGE FEES BASED ON PERFORMANCE FOR QUALIFIED INVESTORS. 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 INFO@JERSEYSHOREINVEST.COM.

JSPM 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 IN ACCORDANCE WITH RULE 4.7 OF THE COMMODITY EXCHANGE ACT ("CEA"). ACCORDINGLY, JSPM CURRENTLY ONLY OFFERS FUTURES-BASED TRADING STRATGIES 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.

Manager Info

Active portfolio manager, financial planner and fiduciary. Technical analyst and trader. 10+ yrs experience directly advising clients and managing portfolios on a discretionary basis. My bio is located here: http://bit.ly/1rXeLEz