Shaker Financial Service

At Shaker Financial Services, we believe that investing should be a tool for achieving your dreams, not just a means to accumulate wealth. For over two decades, we have been dedicated to helping our clients bridge the gap between their financial aspirations and reality. Our team of experienced professionals is committed to providing you with personalized investment strategies tailored to your unique needs and goals.

Our Philosophy and Strategy

Our philosophy is centered around the belief that every individual deserves the opportunity to achieve their financial dreams. We understand that each person has their own set of goals, risk tolerance, and investment preferences. Therefore, we adopt a customized approach to investing, where we work closely with our clients to understand their needs and develop strategies that align with their objectives.

Our strategy is based on proprietary quantitative models that aim to enhance returns and minimize risks. We are a fiduciary, which means we have a legal responsibility to act solely in our clients' best interests. Unlike brokers who may receive commissions for selling certain products, we are fee-only investment advisors. This ensures that our advice is always unbiased and focused on your success.

Our Team

Our team consists of highly skilled professionals with extensive experience in the financial industry. Our founder, Dr. Richard Shaker, has a rich background in mathematics and cryptography, having worked as the Chief Mathematician at the National Security Agency (NSA) for 26 years. He founded Shaker Financial Services in 1995 with the mission of helping friends and family achieve their financial goals. Today, our team continues to uphold this mission, providing exceptional service and personalized investment strategies to our clients.

Performance

We take pride in our proven track record of helping our clients achieve their financial goals. Our proprietary quantitative strategies have been rated 5 stars overall by Morningstar, reflecting our commitment to enhancing returns and providing solutions to those saving for their future.

Investing in Your Future

At Shaker Financial Services, we understand that investing is not just about accumulating wealth; it's about securing your future. Whether you're saving for retirement, paying for your child's education, or buying a new home, we are here to help you achieve your financial aspirations. We offer a wide variety of account types to meet your financial needs and provide easy access to customer service representatives and portfolio managers.

Types of Accounts

We believe that every individual has unique financial needs and goals. Therefore, we offer a range of account types to cater to different requirements. From retirement accounts to education savings plans, we have the expertise and resources to manage your investments effectively.

What We Do For You

Our main focus is to help you pursue all of your financial goals. Using our proprietary quantitative strategies, we strive to enhance returns and provide solutions to people who are saving for their future. As a fiduciary, we have a legal responsibility to act solely in our clients' best interests. We do not receive sales commissions, product incentives, referral fees, or third-party payments of any kind. Instead, we work closely with you to determine your risk tolerances and investment preferences, ensuring that your investments align with your financial objectives.