Shaker Investments, LLC

An incredible two days of learning and networking at 2025 Investment Advisor Compliance Conference! It was great to hear directly from SEC representatives and industry experts about the evolving regulatory landscape for RIAs. The insights shared were both timely and highly relevant, providing valuable takeaways to strengthen compliance programs. Grateful for the opportunity to connect with peers and stay ahead in this ever-changing industry! #ComplianceMatters #RIACompliance #ShakerInvestments #FinancialCompliance #RiskManagement?

In the latest podcast episode, Shaker Investments’ President, Brad Wheeler, engages in a thought-provoking conversation with Tina Beck, President of Elite Marketing Concepts, about the evolving industry of marketing and brand growth. Brad and Tina discuss how a brand's growth hinges on more than just digital presence—it's about creating genuine connections, understanding your market, and leveraging marketing tools that allow businesses to engage with the right people at the right time. To watch the full episode, visit https://lnkd.in/eFRsDhPE. #ShakerInvestments #MarketingStrategy #InnovativeMarketing #MarketingInsights #DigitalStrategy Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this podcast by the host and the guest do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.?Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.?Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.?Past performance is not indicative of future results.?All investments are subject to risk, including the loss of principal.

At Shaker Investments, we appreciate the hard work, knowledge, and leadership that women bring to our industry and workplaces every day. As we approach International Women’s Day on March 8, we take a moment to acknowledge and support the women who make up the Shaker Investments team and all women within the financial industry and elsewhere. #ShakerInvestments #InternationalWomensDay #WomenInFinance

We are proud to announce the promotion of Andrew Frye to Senior Analyst. In his new role, Andrew will continue to drive strategic initiatives and has also been appointed to our technology task force, where he will help identify new technology names for all of our strategies. Andrew has made a significant impact on our portfolios by introducing a distinctive selection of high-quality growth companies. He consistently presents long-term stock ideas, particularly in the technology and industrial sectors. Andrew has been instrumental in shaping the framework for our summer intern program, creating a sustainable and impactful model. Congratulations, Andrew on your well-deserved promotion! We look forward to seeing your continued success and development at Shaker Investments. #ShakerInvestments #WorkPromotion #Investing #TechnologyTaskForce #SeniorAnalyst

Shaker Investments’ President, Brad Wheeler, had the opportunity to sit down with Tina Beck, President of Elite Marketing Concepts, for an energetic conversation on the power of marketing and its role in Shaker’s growth. From strategic marketing discussions to exploring the future of our brand, it’s clear that marketing continues to be one of the key drivers in our success. We’re excited about what’s to come and the continued evolution of Shaker Investments. Tune into the latest podcast episode for insights into how marketing is helping us shape the future: https://lnkd.in/ecVEzHiD #ShakerInvestments #MarketingStrategy #BrandDevelopment #InvestmentStrategy Disclosures: This podcast is being provided for informational purposes only. The ideas and opinions expressed on this podcast by the host and the guest do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.?Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.?Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.?Past performance is not indicative of future results.?All investments are subject to risk, including the loss of principal.

Despite a volatile year-end, small-cap stocks posted another positive quarter in Q4 2024! While they continue to lag large caps, market breadth is improving, and key sectors like Tech and Industrials are showing strength. Shaker Investments Small Cap Growth Strategy remains focused on high-quality growth opportunities. To read the article, visit: https://lnkd.in/ep7_4Mcq. #ShakerInvestments #SmallCapGrowth #QuarterlyUpdate

#ShakerInvestments #SpotlightPost #ShakerInvest #ResearchAnalyst

This past week, I had the pleasure of traveling to New York for the inaugural Emerging Manager Week! I’m grateful for the opportunity to hear from top institutional investors I deeply respect and to connect with pioneers driving the future of the emerging manager space. Looking forward to building partnerships where we can collaborate and support each other’s expertise. One key takeaway: How can I leverage my position to best support you? —both personally and professionally. Huge thanks to For the Long Term and the NYC Comptroller's Bureau of Public Finance for hosting. I return feeling refreshed, encouraged, and grateful for new friendships and connections! #ShakerInvestments #Networking #InvestmentIndustry #EmergingManagerWeek

This Presidents Day, we take a moment to reflect on the leadership, vision, and resilience that have shaped our nation’s history—principles that also guide our approach to investing. Just as leaders have navigated challenges with foresight and determination, we remain committed to helping our clients navigate the financial markets with research-driven strategies and a long-term perspective. Wishing you a meaningful and reflective Presidents Day from all of us at Shaker Investments. #ShakerInvestments #PresidentsDay #FinancialVision #InvestmentStrategy #WealthManagement

At Shaker Investments, philanthropy is not just an initiative—it’s a core value that defines both our firm and the individuals who make it strong. We believe in giving back to the communities that have supported us, whether through direct contributions, volunteer efforts, or supporting local organizations. Our commitment to social responsibility is deeply rooted in the belief that a successful firm is one that uplifts others. Together, we strive to make a lasting impact both in the financial world and in the communities we serve. #ShakerInvestments #Philanthropy #CommunityImpact #FirmValues #WealthManagement