About William Shaw

A fresh approach to managed investments – Aligning our interests with yours

We believe our Managed Discretionary Account product is the first of its type in Australia to align your interests as investor with the interests of the advisor. Our fee structure rewards performance, when we generate profits in your account, we share in those profits through our performance fee. During times when your account does not make new profits you pay less in fees. As far we are concerned that’s the way it should be.

Who is William Shaw Securities?

William Shaw Securities provides Managed Account services to a wide variety of private individuals, Self Managed Super Funds (SMSF’s), companies and financial planners within Australia. Our unique trading methodology and fee structure is what sets as apart from other firms’ managed investments.

Unlike many other managed investments we don’t use a model portfolio, our portfolio’s base position is cash. Starting from a position of cash we choose our investments based on their individual merit and potential. This approach allows us to move in and out of the market taking advantage of the opportunities that are presented over time. We can adjust the level of investment in the market from 0% and 100% to suit the market conditions at the time. Through the use of options we are also able to insure the portfolio in times of high volatility. Options are also used to take advantage of downward moves in the market. More information about our trading methodology, performance and fees is included throughout this site.