Shaffer Capital

Shaffer Capital serves both individual clients — including high‑net‑worth and non‑HNW households — and business clients, with a particular focus on employer‑sponsored retirement plans. The firm provides financial planning and consulting, discretionary investment management, investment consulting, and retirement plan fiduciary services.

Its investment platform includes multiple discretionary strategies (global asset allocation, equity‑income, core and growth equity, fixed‑income, balanced and custom allocations) and model portfolios for retirement plans, with the firm offering both discretionary management and consulting engagements. Shaffer Capital combines fundamental, technical, cyclical, charting and quantitative analysis, and employs both long‑ and short‑term trading techniques (including use of margin and options) while monitoring economic conditions to inform allocation and security recommendations.

Shaffer Capital discloses that it may include hypothetical performance in marketing materials, and it provides educational seminars and workshops (group and one‑on‑one, on‑site or online), practices that are uncommon among similarly supported firms. The brochure also highlights specialized services — such as private real estate and private investment cash‑flow modeling and the provision of participant model portfolios and fiduciary 3(38) plan services — which differentiate its service mix from many peers.