Beachwood, OH Orange Place Office

Shaker Investments serves individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, pooled investment vehicles, charitable organizations and corporate clients, providing discretionary portfolio management, financial planning, sub‑advisory services and model portfolio recommendations to TAMP sponsors. The firm is also the investment manager and an affiliate/General Partner for a private pooled vehicle (the Shaker Investments Tower Fund, LP) offered to accredited investors.

The firm is primarily an equity manager focused on growth companies and offers two long‑only composites (Fundamental Growth and Small Cap Growth) as well as an Asset Allocation strategy that uses index ETFs and, when appropriate, actively managed funds. Shaker’s process is research‑driven, combining thematic and company fundamental analysis with valuation screening and technical inputs, with most accounts managed on a discretionary basis and reviewed regularly.

Noteworthy distinctions include operating the affiliated long‑short Tower Fund, which uses short sales, options and margin, charges performance‑based incentive fees, and for regulatory purposes results in Shaker being deemed to have custody of the fund’s assets; principals of the firm are owners and investors in that fund. The firm also provides model portfolios to TAMPs, acts as a sub‑advisor to other advisers, and prepares GIPS‑compliant, independently verified performance reports—arrangements the brochure discloses and addresses through its Code of Ethics and compliance policies.