Founded in 2003, Shaker Financial Services, LLC is a Virginia-based investment adviser registered with the U.S. Securities and Exchange Commission (SEC). The firm specializes in providing investment management services centered on closed-end funds (CEFs) and other income-producing securities. They serve a clientele of individuals, family offices, and institutions, offering both separately managed accounts and proprietary investment funds with a focus on a holistic and research-driven approach to investing.

Founded in

United States