Shaffer Asset Management, Inc.

Overview

Shaffer Asset Management, Inc. is an independent, corporation-form advisory that focuses on portfolio management for individuals and small businesses. Ownership is held by an individual, and the firm serves both individual/family and institutional clients. Fee arrangements include a percentage-of-AUM model alongside other fee types. The adviser does not position itself as an ESG investor, is not a multi-state adviser, and is not a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives