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

Our Qualifications

John Shaw was associated with Merrill Lynch for over twenty years in multiple management positions throughout the U.S. While at Merrill Lynch he managed an institutional portfolio consulting office with assets under management in excess of $2 billion.The office assisted some of the larger corporations in the central United States with investment portfolio design and consulting.

Due to his role with the institutional investment advisors at Merrill Lynch, he started his own financial services firm believing that his firm's clients, primarily executives and employee retirement participants, would benefit by eliminating the conflicts of interest, not offering proprietary investments and by implementing lower institutional pricing not found with wirehouses, insurance firms and banks.

Retirement Partners Group is a network of advisors associated with LPL Financial who focus primarily on advising retirement plans for small to large companies. Retirement Partners Group advisors are enabled to engage with these companies through an entire spectrum of offerings, including brokerage and ERISA non-discretionary and discretionary investment services. Retirement Partners Group advisors are among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. LPL Financial provides advisors with access to a robust set of integrated tools that allows them to efficiently prospect, engage, monitor and service retirement plans and, where appropriate, address investment fiduciary requirements.  Additionaly, he obtained the Accredited Investment Fiduciary (A.I.F.) designation held by fewer than 500 retirement plan professionals in the U.S.

John Shaw is a graduate of the University of South Carolina with a B.A. in International Studies and a Masters of Business(M.B.A.) from Pace University. His securities registrations include: Series 7, 24, 63, 65 and 66 (held with LPL Financial). Additionally, he holds insurance licenses in Accident & Health, Life Insurance, Variable Insurance and Annuities.