Shaker Investments, LLC

Shaker Investments is honored to have been a Bronze Sponsor for this incredible event! Witnessing the success of this gathering and the impact it will have on so many lives was truly inspiring. Let’s make a difference together—click the link below to find out more information about Art Therapy Studio and all the good they do. #ShakerInvestments #GivingBack #ArtTherapy #CommunityImpact #HeartOfGold #ArtTherapyStudio

Shaker Investments is excited to be attending the Charles Schwab IMPACT Conference in San Francisco this year! Looking forward to connecting with industry peers, sharing innovative ideas, and finding inspiration at this premier event. It’s always a valuable opportunity to learn, network, and have a little fun while staying at the forefront of our industry. Let’s make it a memorable experience—see you there! #SchwabIMPACT?#ShakerInvestments #Networking #SanFrancisco??

In the third quarter, Shaker Investments strategically adjusted its portfolio to capture growth opportunities in today’s dynamic market. We added high-conviction names like Sportsradar Group and Fiverr International to leverage high-growth sectors and innovative companies. With over 60% of companies in the Value Line Arithmetic Index trading above their 200-day moving average, the market is showing healthy breadth and resilience. Our commitment remains firm in building a high-quality, resilient portfolio that can thrive under evolving conditions, bringing value to our clients and partners. To read the full article, https://lnkd.in/e5k8Rs8K. Disclosures: The specific securities identified do not represent all of the securities purchased, sold or recommended for clients. Holdings are subject to change and should not be considered investment advice or a recommendation to buy or sell a particular security. It should not be assumed that investments in the securities identified and discussed will be profitable in the future. Actual holdings may vary by client. A list of the stocks selected for any of our strategies during the trailing twelve months is available upon request. #ShakerInvestments #SmallCapGrowth #InvestmentStrategy #MarketUpdate??

Shaker Investments is proud to support Art Therapy Studio’s annual HeART of Gold event, a meaningful gathering dedicated to empowering our community through the healing power of art.? This cause holds a place in our hearts, as it fosters creativity, connection, and wellness for those who need it most. We're thrilled that Brad Wheeler will be attending to represent Shaker and show our support! Thank you, Art Therapy Studio, for the important work you do in enriching lives across our community.? #HeartOfGold #ArtTherapyStudio #CommunitySupport #ShakerInvestments #GivingBack?

This Veterans Day, Shaker Investments proudly honors those who have served our country with courage and dedication. We are deeply grateful for the sacrifices made by veterans and their families to safeguard our freedoms. As we recognize these heroes today, we remain committed to supporting veterans within our communities and workforce. Thank you for your service and unwavering strength. #ShakerInvestments #VeteransDay #CourageAndFreedom?

Our journey at Shaker Investments has been filled with both challenges and triumphs, shaping who we are and how we serve our clients today. From our early days to 2024, each milestone reflects innovation and dedication that drive us forward. Discover the full timeline of our growth and accomplishments at https://lnkd.in/eUytQtAV. Here’s to many more years of success, collaboration, and continued service! #ShakerInvestments #OurJourney #ClientCommitment Disclosures: These awards are not a representation of any one client’s experience. Any designation referred to herein was made by a third party and Shaker Investments has not independently verified the selection process and does not guarantee its completeness or accuracy. No compensation was paid in exchange for any such designation. In some cases, fees were paid for the use of marketing materials. The following awards should not be construed as an endorsement and is not indicative of future investment success or a wealth managers’ future.

As financial regulations continue to evolve, staying informed and compliance is crucial. Our Chief Compliance Officer, Kacie Wick, has written an update on the new Beneficial Ownership Information (BOI) reporting requirement under the Corporate Transparency Act. This new regulation aims to enhance financial transparency and combat illicit activities such as money laundering. In this article, Kacie explains how this reporting impacts individuals, particularly those involved with legal entities, and the steps companies need to take to stay compliant. For more details, visit?https://lnkd.in/eKTEAFc8. #Compliance #CorporateTransparency #ShakerInvestments #BeneficialOwnershipInformation #ShakerArticle

As financial regulations continue to evolve, staying informed and compliance is crucial. Our Chief Compliance Officer, Kacie Wick, has written an update on the new Beneficial Ownership Information (BOI) reporting requirement under the Corporate Transparency Act. This new regulation aims to enhance financial transparency and combat illicit activities such as money laundering. In this article, Kacie explains how this reporting impacts individuals, particularly those involved with legal entities, and the steps companies need to take to stay compliant. For more details, visit?https://lnkd.in/eKTEAFc8. #Compliance #CorporateTransparency #ShakerInvestments #BeneficialOwnershipInformation #ShakerArticle

Shaker Investments President, Brad Wheeler, was recently featured on Zephyr's podcast with Ryan Nauman. Brad shared his knowledge on how financial advisors can better approach investment risk, covering everything from identifying critical risks to employing various strategies for effective risk mitigation. It’s an insightful conversation for anyone interested in improving their risk management practices. To listen to the full podcast, click here: https://lnkd.in/eKBUwWhR. #FinancialAdvisors #RiskManagement #InvestmentStrategies #ShakerInvestments #PodcastGuest #Zephyr

We are pleased to share that Shaker’s investment strategies are now available on Smartleaf Asset Management, a leader in open architecture UMA (Unified Managed Account) structures. Smartleaf’s innovative approach allows clients to seamlessly incorporate diverse investment strategies in a single, flexible framework tailored to individual needs with a special consideration to tax management. By partnering with Smartleaf, we are enhancing our ability to deliver Shaker’s Small Cap Growth and Fundamental Growth strategies through an advanced, adaptable platform focused on the client. ? Please contact us to learn more about leveraging out strategy within Smartleaf’s pioneering UMA environment.