Portfolio Lagging? We Can Help!

Fast-tracked portfolio reviews for under-performing or broken investment accounts. No cost, no obligation, no minimums.

Solutions

After we have received your triage form, we will call you to discuss the factors potentially leading to your portfolio 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.

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