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Comprehensive Financial Planning | Professional Investment Management
Services for Businesses | Wealth Management | Cash Management | Risk Management | Securities

Professional Investment Management

An important part of our job as your financial advisors is freeing you from the necessity of day-to-day monitoring and management of your portfolio. Through Shaffer Capital Advisers, we offer you access to investment management professionals skilled at risk profiling, institutional asset allocation, money management selection and investment policy development. Together, we can help you find a personalized path toward your investment goals.

  • Consultation Regarding Selection of Money Managers
  • Managed Accounts
    • ETF Account
    • Unified Management Account
    • Mutual Fund Account
    • Retirement Account
  • Institutional-Quality Portfolio Options
550 Polaris Parkway, Suite 540 | Westerville, OH 43082 | Phone: 614-891-1200 | Toll-Free: 877-891-1213 | Fax: 614-891-7360 | E-mail: info@shaffercapitalllc.com | Map
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

Planning and advisory services are offered through Shaffer Capital Advisers, LLC., a Registered Investment Adviser and subsidiary
of Shaffer Capital, LLC., which are independent entities from Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © Raymond James Financial Services, Inc., member FINRA/SIPC.