What We Do For You

What We Do For You

You Are Our #1 Priority

  • Using our proprietary quantitative strategies we strive to enhance returns and provide solutions to people who are saving for their future.
  • We are a fiduciary, which means we have a legal responsibility to act solely in our clients’ best interests. Other types of financial professionals, like brokers, often receive commissions for selling certain products. We are fee-only investment advisors. We do not receive sales commissions, product incentives, referral fees or third party payments of any kind.
  • You and your dedicated investment advisor work together to determine risk tolerances and investment preferences at account start-up and in response to changes in your financial objectives.

Shaker Financial Highlights

  • We provide easy access to customer service representatives and portfolio managers.
  • Our attentive, dedicated advisors actively monitor your investments and make adjustments as necessary.
  • We use bulk trading to optimize pricing and minimize the impact of trade commissions.
  • Our separately managed accounts allow for investments to be made specific to your personal needs within a wide range of account types.
  • Our clients have the ability to set up automatic contributions, which makes saving easy and convenient.
  • Quick and convenient account access through a dedicated website enables our clients to monitor their investments on a daily basis.
  • Quarterly performance reports and monthly statements keep our clients informed about the detailed behavior of their accounts.
  • Additional reports including savings/investment analysis, supporting reports for employer compliance, estimated tax planning, etc. are available upon request.
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