Shaffer Capital

Shaffer Capital, founded in May 2009 by Matthew E. Shaffer and Patricia L. Shaffer, is a financial advisory firm based in Westerville, OH. The firm specializes in providing financial planning and consulting, investment management, and investment consulting services to both individual and business clients. Shaffer Capital offers various discretionary investment portfolios with different minimum initial investment requirements, ranging from $25,000 to $250,000. The firm's investment strategies include fundamental analysis, technical analysis, cyclical analysis, and charting analysis. They also offer services for businesses, focusing on fiduciary investment services, non-fiduciary services, and model portfolios for retirement plans. For financial planning services, fees start at $500 and increase based on the complexity of the financial plan. Investment management and consulting fees are based on a percentage of account assets, ranging from 0.05% to 1.00% annually for investment management and 0.10% to 0.70% annually for investment consulting. Shaffer Capital acts as a fiduciary, putting clients' interests first and does not participate in performance-based fees or side-by-side management. The firm does not have any disciplinary actions against it or its representatives. Clients have the option to choose their own brokers for implementing recommendations. Matthew E. Shaffer, the CEO and Chief Investment Officer, is a Certified Financial Planner™ with extensive experience in the financial industry.