Shaffer Asset Management, Inc.

Overview

Shaffer Asset Management, Inc. is a small, boutique advisory firm focused on discretionary portfolio management for individuals, families and a limited number of institutional or small-business clients. The firm’s reported investment preference is equity-centric: exchange-traded equities make up the largest portion of managed assets, and strategies appear built around liquid, transparent equity exposures. The practice charges fees on a percentage-of-AUM basis (with some other fee arrangements noted) and operates as an individually owned corporation that does not position itself as an ESG investor or pension consultant. Operationally the advisor looks like a hands-on manager serving a tight client base. Custody and execution through Interactive Brokers LLC suggests access to low-cost, electronic execution and a platform that supports both ETFs and individual securities trading — consistent with a manager that leans toward exchange-traded holdings and potentially opportunistic trading.

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Public Holdings

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Location & Offices