SHAKER INVESTMENTS

3201 Enterprise Parkway
Suite 310
Beachwood, Ohio 44122-7337
Tel: 216-292-2950

About SHAKER INVESTMENTS

SHAKER INVESTMENTS, formally registered with the SEC as SHAKER INVESTMENTS. The firm was established in 01/01/2002. They have over 3 offices throughout the country.

SHAKER INVESTMENTS is a Beachwood, Ohio based Financial Planning firm with nearly $227,852,508 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119135
SEC#	801-60907
Assets Managed by Firm	$227,852,508
No. of Clients	264
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (MODEL DELIVERY FOR TAMP)

Firm Client Information

	No. of Clients	AUM
Firm Total	264	$227,852,508
Individuals (other than high net worth individuals)	79	$16,206,794
High net worth individuals	67	$99,337,171
Pension and profit sharing plans	5	$2,078,338
Charitable organizations	2	$1,643,235
Corporations or other businesses	3	$13,865,216

More Retirement Planning firms in Beachwood, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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