• Services for Individuals & Families

    Services for Individuals & Families

Investment Consulting

Many of our clients need assistance with investment accounts that are unable to be transferred to one of our investment management portfolios.  401(k) and 403(b) retirement savings plans are common account types that fall into this situation. Usually, an employee can't withdraw his or her 401(k)/403(b) account until he/she retires or leaves their job. Without a qualified adviser, most people take too much or too little risk, they are inadequately diversified, or they simply select the wrong investments.  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 receive updated recommendations upon request.

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