Quantitative Strategies, Actively Managed

What We Do:

Shaker Financial Services, LLC (SFS) is a boutique investment advisory firm specializing in the trading of Closed-End Funds (CEFs). Through quantitative strategies such as our core Discount Capture© strategy, we strive to provide additional return upon our globally diversified portfolios.

Shaker Financial manages a variety of accounts, including:

  • Individual, Joint and Trust Accounts
  • Sep IRA’s, Simple IRA’s, 401k’s and Individual 401k’s
  • Traditional IRA’s and ROTH IRA’s
  • Coverdell and Custodial Accounts
  • Corporate and Partnership Accounts