Momentum Capital Management

Curtis Shaffer is a financial advisor at Momentum Capital Management with a Series 65 designation and approximately eight years of industry experience. His prior work includes roles at Institute For Wealth Management LLC, Strategic Financial Solutions, Redlist, and Sustainable Alternative Feed Enterprises. Momentum Capital Management is an independent registered investment adviser serving individuals, high-net-worth individuals, trusts, and corporations. The firm offers discretionary portfolio management and limited-scope financial planning, employing a hybrid fee structure and an investment approach that incorporates modern portfolio theory along with fundamental, technical, and cyclical analysis.

Creg Shaffer is the sole advisor at Momentum Capital Management in Reno, NV, holding a Series 65 designation with 15 years of industry experience. His prior work includes roles at The Institute for Wealth Management and Concert Wealth Management, and he has been involved with CVS Capital, LLC since 2013. Outside of financial advising, he serves as president and CEO of Foresee Analytics, Inc., a management consulting and computer systems implementation business. Momentum Capital Management provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses, offering both continuous discretionary investment management and limited-scope, project-based planning engagements. The firm employs an investment approach that integrates fundamental and technical analysis with Modern Portfolio Theory and constructs portfolios using both passive and active vehicles tailored to client risk tolerance and goals.