SHAKER FINANCIAL SERVICES
Shaker Financial Services utilizes unique, quantitative strategies to manage its accounts. Their accounts are taxable, business retirement accounts, and personal retirement accounts. They have customer service representatives. They have and advisors who monitor investments and make adjustments. The client has the option of setting up automatic contributions, which makes saving and donating convenient. In addition to savings/investment analyses, they provide support reports for employer compliance and estimated tax planning.
SHAKER FINANCIAL SERVICES
Industry:
Accounting Customer Service Finance Financial Services Retirement
Founded:
1995-01-01
Address:
Annapolis, Maryland, United States
Country:
United States
Website Url:
http://www.shakerfinancial.com
Total Employee:
1+
Status:
Active
Contact:
+1 410 224 0572
Technology used in webpage:
Viewport Meta SSL By Default Google Analytics LetsEncrypt Google Universal Analytics Nginx Google Apps For Business Cloudflare DNS Drupal Google Analytics IP Anonymization
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Official Site Inspections
http://www.shakerfinancial.com
- Host name: nginxphp70.la.awdev.ca
- IP address: 216.157.85.112
- Location: Los Angeles United States
- Latitude: 34.0544
- Longitude: -118.244
- Metro Code: 803
- Timezone: America/Los_Angeles
- Postal: 90009
More informations about "Shaker Financial Services"
About | Shaker Financial Services, LLC
We are dedicated to providing investment management and strategic wealth planning to [your target market]. Simply put, we strive to be our client’s trusted advisor. As a financial advisory … See details»
SHAKER FINANCIAL SERVICES, LLC - Hedge Fund Database
Firm Description SHAKER FINANCIAL SERVICES, LLC (SFS) is a Maryland limited liability corporation, formed on January 1, 2007, with operating offices in Maryland and Virginia. The … See details»
Shaker Financial Services LLC - Dun & Bradstreet
Find company research, competitor information, contact details & financial data for Shaker Financial Services LLC of Annapolis, MD. Get the latest business insights from Dun & Bradstreet. See details»
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Shaker Financial Services - Crunchbase Company Profile & Funding
Shaker Financial Services is a financial service firm.Shaker Financial Services utilizes unique, quantitative strategies to manage its accounts. Their accounts are taxable, business … See details»
Shaker Financial Services, LLC Overview - SignalHire
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 … See details»
Shaker Financial Services Llc | (410) 224-0572 - AllBiz
Kathy Baummer is the primary contact at Shaker Financial Services Llc. You can contact Shaker Financial Services Llc by phone using number (410) 224-0572. See details»
Shaker Financial Services LLC in Annapolis, MD - (703) 624-0830
Shaker Financial Services is located in Annapolis, Maryland. This organization primarily operates in the Financial Services business / industry within the Business Services sector. This … See details»
Home | Shaker Financial Services, LLC
Investing in Your Future Using our proprietary quantitative strategies, we strive to enhance returns and provide solutions to people who are saving for their future. See details»
When The Industry Tries To Narrow Discounts, ‘That’s Good For All …
The NAVigator is brought to you by the Active Investment Company Alliance, which is a unique industry organization representing the entire closed-end fund business, from users and … See details»
Shaker Financial Services - Overview, News & Similar ... - ZoomInfo
View Shaker Financial Services (www.shakerfinancial.com) location in Maryland, United States , revenue, industry and description. Find related and similar companies as well as employees … See details»
Shaker Financial Services LLC - Dun & Bradstreet
Shaker Financial Services LLC Company Profile | Annapolis, MD | Competitors, Financials & Contacts - Dun & Bradstreet See details»
Rob Shaker on what’s next for closed-end discounts - AICA
Jun 25, 2021 He is portfolio manager at Shaker Financial Services, learn more at ShakerFinancial.com. And if you want to learn more about closed-end funds generally, check … See details»
People | Shaker Financial Services, LLC
Rob serves as Shaker Financial Services’ Chief Investment Strategist and Partner. He is responsible for overseeing strategy development, trading, and portfolio allocations. He speaks … See details»
When the industry tries to narrow discounts, ‘that’s good for all of …
Jun 14, 2024 You can learn more about what he does at ShakerFinancial.com. And to learn more about the workings of closed-end funds, interval funds, and business-development … See details»
What We Do For You | Shaker Financial Services, LLC
We provide easy access to customer service representatives and portfolio managers. Our attentive, dedicated advisors actively monitor your investments and make adjustments as … See details»
History | Shaker Financial Services, LLC
Shaker Financial Services 1997 Annapolis Exchange Parkway Suite 300-349 Annapolis, MD 21401 410-224-0572 info@shakerfinancial.com Disclosures See details»
A ‘Wall Of Meh’ In Sentiment Is An Opportunity For ... - AICAlliance
The NAVigator is brought to you by the Active Investment Company Alliance, a unique industry organization that represents all facets of the closed-end fund industry from users and investors … See details»
Philosophy and Strategy | Shaker Financial Services, LLC
The core investment strategy used by SFS can best be described as Discount Capture. Our team actively monitors over 300 closed-end funds (CEFs) daily, using proprietary valuation models … See details»
Performance | Shaker Financial Services, LLC
N/A1-Due to the timeframe of the data, these calculations are undefined. N/A2 - Information is not statistically meaningful due to an insufficient number of portfolios in the composite for the … See details»