Ryan D. Morse, CMT, CFP®

Portfolio Manager in New Jersey

Money manager, financial planner and fiduciary advisor. Technical analyst and experienced trader. Active manager specializing in absolute-return objectives. I offer managed-account strategies for investors seeking a better alternative to mutual fund and ETF portfolios and I manage many accounts on a fully custom basis.

My minimum household investment requirement for private clients is $250,000.

For investors that need help with portfolios under $250,000, please visit myportfoliofix.com and I can help you there with IRAs, 401(k) rollovers and other accounts.

Performance-based fee arrangements available for well-qualified investors.

Clearing through Interactive Brokers, LLC. www.interactivebrokers.com

For a call within 24 hours, click here to send me your basic contact information: http://bit.ly/1AfiQnU

Or reach out via DM.

  • Work
    • Jersey Shore Portfolio Management, LLC
  • Education
    • Computer Systems Engineering at Boston University