Shaker Financial Services
Overview
Shaker Financial Services is a financial advisory firm specializing in investment management and financial planning services. Established in 1995 by Dr. Richard Shaker, the firm focuses on providing unbiased investment advice to help clients achieve long-term financial goals. Dr. Shaker, a former Chief Mathematician at the National Security Agency, developed proprietary quantitative models to manage investments, particularly in the closed-end fund market. The firm offers a range of account types tailored to individual needs, emphasizing active management and personalized strategies. Clients have access to dedicated advisors and can monitor their investments online. Shaker Financial Services maintains offices in Annapolis, Maryland, and Arlington, Virginia, serving clients nationwide.
Reach Shaker Financial Services directly
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Unlock full contacts →Frequently asked questions about Shaker Financial Services
What sectors does Shaker Financial Services invest in?
Shaker Financial Services invests in Financial Services, and is based in Maryland, United States. Shaker Financial Services is listed as a private investment firm in the ConnectSafely investor database.
What stage does Shaker Financial Services invest at?
Shaker Financial Services backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround.
Which regions does Shaker Financial Services invest in?
Shaker Financial Services invests across United States.
Last updated · Source: ConnectSafely investor database
