Shaker Financial Services, LLC

www.shakerfinancial.com

Shaker 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.

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Shaker 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.

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Country

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State

Virginia

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City (Headquarters)

Arlington

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Employees

1-10

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Founded

1995

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Portfolio Manager , Chief Cef Strategist

    Email ****** @****.com
    Phone (***) ****-****
  • Principal

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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