Dan Gordon

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.