Shaw, Funderburk & Associates, LLC - Institutional Investment Portfolio Management

CONNECT

Address:

25570 Dixie Highway
Perrysburg, Ohio 43551

Phone:

419 873-9485

Fax/Other:

419 873-8211

Examples Of Our Capabilities

For over three decades, Shaw, Funderburk and Associates clients have generally fallen into two distinct categories:

Qualified Retirement Plans: Access to retirement plan consulting services with plan sponsors by providing a wide range of institutional retirement plan services. These include: A-) Plan administrator selection. B-) Investment portfolio design and monitoring. C-) Employee education. D-) Complete plan cost analysis. E-) Trustee consulting. F-) Complete plan bench marking.

Individual Investment Portfolios: The majority of individual client investment portfolios are executives who do not possess the time or resources to effectively design and monitor an effective investment portfolio. All portfolios are correlated with the associated employer's retirement plan assets and are designed with an emphasis on the protection of principal.

 

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Check the background of this financial professional on FINRA's BrokerCheck