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.

Trading & Exchanges

Shaker Financial Services, LLC

Shaker Financial Services, LLC's headquarters in Arlington, United States

Rob Shaker

Daniel Gordon

Dan Gordon

This department focuses on developing investment strategies and overseeing software engineering projects.

Investment and Engineering

This department is responsible for overseeing and optimizing the organization's portfolio of projects and investments.

Shaker Financial Services, LLC

Org chart

Teams

Investment and Engineering

Portfolio Management

Offices

Shaker Financial Services, LLC

Org chart

Teams

Investment and Engineering

Portfolio Management

Offices

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