A complete list of active advisors currently associated with Shaffer Asset Management, Inc.

Warmer can help you find a great advisor at Shaffer Asset Management, Inc. or one who fits your needs even better.

Shaffer Asset Management is a fee-only, state-registered independent advisory firm operated by a single advisor that provides discretionary portfolio management primarily to individual clients and also to trusts, pension plans, charitable organizations and corporations. The firm manages a small, concentrated client base through an Investment Supervisory Services program that uses an equity portfolio designed for absolute return. The firm’s Absolute Investment Strategies Program pursues outright positive returns irrespective of market direction and is implemented on a discretionary basis; management is guided by charting and technical analysis, fundamental and cyclical analysis, and economic and policy considerations. Portfolios are run to the program’s goal rather than customized around individual holdings, and the firm employs both long- and short-term trading tactics as part of its implementation. What distinguishes this firm from many peers is its acceptance of corporate and other business clients in a solo-practitioner, fee-only model and its active trading orientation, including the use of block trades and exclusive custody with a single broker-dealer. The firm does not accept commissions or soft-dollar benefits and keeps a compact practice focused on a specific absolute-return equity approach.

To learn more about the advisors currently working at Shaffer Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.