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Our Services

Our services include:

Executive portfolios: Risk quantification, portfolio design and consulting, correlation with retirement accounts, tax minimization, performance benchmarking.

Corporate retirement plans: Recommending plan administrators, asset manager selection and monitoring, employee education, monitor and disclose all fees, and plan benchmarking. Note: Recommended retirement proposals were submitted to various plan providers in a competitive bid.

A critical observation is many executives have BOTH a taxable brokerage account and a corporate retirement account AND have not had the time or assistance in determining if there is too much risk due to the similarity in asset classes in the accounts. Shaw, Funderburk has been able to recognize this duplication and allocate portfolios accordingly to mitigate this possibility.