LP Profile

Shaw Financial Services

Multi Family Office (MFO)Edmond, United States
$800M
Assets Under Management
Edmond
Headquarters
Investment Focus

About Shaw Financial Services

Shaw Financial focuses on investing and financial planning for retirement. Our advisors help our clients make prudent decisions about their financial futures.

Preferred Investment Types

Joint Venture/PartnerDirect InvestingInvestment Funds

Preferred Sectors & Themes

Travel Accommodations & TourismMulti-Asset InvestingETFsWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningEquity/Mutual FundsInvestment ManagementConcierge Services High-Level SectorsTourism & HospitalityFinanceTraditional Investments (Liquid Assets)Financial Services

Preferred Geographies

United States
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FAQ

Frequently asked questions

What type of investor is Shaw Financial Services?

Shaw Financial Services is a multi family office (mfo) based in Edmond, United States, managing approximately $800M in assets.

Where is Shaw Financial Services headquartered?

Shaw Financial Services is headquartered in Edmond, United States.

How much does Shaw Financial Services manage?

Shaw Financial Services manages approximately $800M in assets under management.

What does Shaw Financial Services invest in?

Shaw Financial Services focuses on Joint Venture/Partner, Direct Investing, Investment Funds, Travel Accommodations & Tourism, Multi-Asset Investing, ETFs, Wealth & Estate Planning, Trust Management.

How can I contact Shaw Financial Services?

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