Shaker Financial Services, LLC


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) a... Read more

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Rob Shaker
Chief Investment Strategist
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Kristin Zimmerman
Financial Director
Dan Gordon
Portfolio Manager

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