Shaker Financial Services, Llc

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Description

  • 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.
  • location

    Headquarters:1220 North Fillmore Street Suite 400, Arlington, Virginia, United States

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  • Shaker Financial Services, Llc phone

    Phone Number: +1 703-522-4031

  • Shaker Financial Services, Llc website

    Website: https://www.shakerfinancial.com

  • Shaker Financial Services, Llc employees

    Employees:3

  • Shaker Financial Services, Llc revenue

    Revenue:$0 - 1M

  • Shaker Financial Services, Llc legal name

    Legal Name:Shaker Financial Services, Llc

  • Shaker Financial Services, Llc's Social Media

    Shaker Financial Services, Llc linkedin
  • done Is this data correct?
  • |  NAICS Code: 0  |

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Portfolio Manager for Shaker Financial Services, Llc

Dan Gordon

Portfolio Manager

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Dan Gordon

Portfolio Manager

Frequently Asked Questions regarding Shaker Financial Services, Llc

  • Where are Shaker Financial Services, Llc's Headquarters?

    Shaker Financial Services, Llc's Headquarters are in 1220 North Fillmore Street Suite 400,Arlington,Virginia,United States

  • What is Shaker Financial Services, Llc's phone number?

    Shaker Financial Services, Llc's phone number is +1 703-522-4031

  • What is Shaker Financial Services, Llc's official website?

    Shaker Financial Services, Llc's official website is https://www.shakerfinancial.com

  • What is Shaker Financial Services, Llc's Revenue?

    Shaker Financial Services, Llc's revenue is $0 - 1M

  • How many employees are working in Shaker Financial Services, Llc

    Shaker Financial Services, Llc has 3 employees

  • What is Shaker Financial Services, Llc's Industry?

    Shaker Financial Services, Llc is in the industry of Financial Services

  • Who is Shaker Financial Services, Llc's Portfolio Manager?

    Shaker Financial Services, Llc's Portfolio Manager is Dan Gordon

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