Shaker Investments

Who We Serve

Shaker Investments serves both institutional investors and individual investors

Who We Serve



Institutional Investors

Shaker Investments has long-standing relationships with a broad spectrum of institutional investors, including:

  • Endowments

  • Foundations

  • Institutional Consultants

  • Outsourced Chief Investment Officers (OCIO)

  • Family Offices

  • Pensions/DC Plans

Shaker Investments offers institutional-quality portfolio management services to individual investors. We serve:

  • Individuals

  • Profit Sharing Plans

  • IRAs

  • Families

  • Small Business

  • Trusts