A complete list of active advisors currently associated with Shaw Financial Solutions LLC
Warmer can help you find a great advisor at Shaw Financial Solutions LLC or one who fits your needs even better.
Shaw Financial Solutions, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and business entities, managing roughly $106 million across about 86 client accounts. The firm tailors programs with written Investment Policy Statements, may use model allocations, and allows client-imposed restrictions when compatible with its services. The firm’s investment approach emphasizes long-term trading and combines charting, fundamental and technical analysis to construct diversified portfolios using mutual funds, fixed income, real estate funds, equities, ETFs (including precious-metal ETFs), annuities and other securities. It typically seeks discretionary trading authority, documents clients’ risk tolerances in IPSs, and conducts regular monitoring while disclosing the market- and security-specific risks inherent to its recommended investments. Noteworthy differences from many peers include an affiliation with insurance activities: supervised persons are licensed to sell insurance and may receive commissions for insurance and annuity products, a conflict the firm discloses and documents and for which clients are informed they may purchase products elsewhere. The firm’s principal also operates a personal investment vehicle focused on passive real estate and business investments, and Shaw Financial requires use of custodians through Schwab Institutional or Interactive Brokers, which provides access to institutional research and services the firm may consider when selecting brokers.
To learn more about the advisors currently working at Shaw Financial Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Coral Gables, FL
| 22
| |
Coral Gables, FL
| 21
|
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