• Services for Individuals & Families

    Services for Individuals & Families

Investment Consulting

Shaffer Capital strives to ensure that our clients have the correct asset allocation structure to coincide with the current economic environment and their individual financial strategy. Our firm continuously monitors economic changes and clients will receive updated recommendations as needed.

We provide the following investment consulting services:

  • Asset Allocation Analysis and Recommendations
  • Third-Party Investment Manager Search and Recommendations
  • Security Analysis and Recommendations
  • Performance Reporting