Shaker Financial Services, LLC
www.shakerfinancial.comShaker Financial Services, LLC is a boutique investment advisory firm specializing in the trading of Closed-End Funds. Through quantitative methodologies such as our core Discount Capture© strategy, we strive to provide the best possible returns for your risk tolerance. Closed-end funds (CEFs) are excellent vehicles for crafting balanced portfolios that have the particular risk level and market exposure that each individual client desires. Our portfolio of CEFs allows for exposure to equities, bonds, multiple sectors and foreign markets.
Read moreShaker Financial Services, LLC is a boutique investment advisory firm specializing in the trading of Closed-End Funds. Through quantitative methodologies such as our core Discount Capture© strategy, we strive to provide the best possible returns for your risk tolerance. Closed-end funds (CEFs) are excellent vehicles for crafting balanced portfolios that have the particular risk level and market exposure that each individual client desires. Our portfolio of CEFs allows for exposure to equities, bonds, multiple sectors and foreign markets.
Read moreCountry
State
Virginia
City (Headquarters)
Arlington
Industry
Employees
1-10
Founded
1995
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Portfolio Manager , Chief Cef Strategist
Email ****** @****.comPhone (***) ****-****Principal
Email ****** @****.comPhone (***) ****-****
Technologies
(19)