Michael Hsu, CFP®, CLTC®
Financial Advisor, Alternative Investments Director
Phone:
(650) 358-1818(650) 358-1818
SLH Group at Morgan Stanley
Our Mission Statement
Educate.
Empower.
Execute.
Empower.
Execute.
Data Driven Decisions
- TAX SOLUTIONS to drive outperformance VS. trying to outsmart the market
- PRIVATE INVESTMENTS to target a higher returns with less risk VS. publicly traded investments
- CREATIVE INDEXING SOLUTIONS VS. traditional target date based allocations
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Here’s how we can work with you…
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Review the assets and income sources you share with us
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Evaluate potential spending needs using agreed-upon planning assumptions
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Evaluate planning scenarios based on your goals and agreed-upon assumptions
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Consider whether separate accounts may be appropriate for different objectives
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Evaluate whether existing accounts may be aligned with different financial objectives
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Consider appropriate account types, such as taxable, Traditional IRA or Roth accounts, based on your circumstances and eligibility
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Plan for shorter-term spending and liquidity needs
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Determine an appropriate investment allocation based on your goals, time horizon, liquidity needs and risk tolerance
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Review how the assets you share with us are aligned with your financial objectives
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Establish objectives for accounts based on your financial plan and circumstances
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Periodically review shorter-term accounts and consider whether additional funding is appropriate
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Periodically review account allocations in light of your liquidity needs, risk tolerance and financial objectives
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Review your portfolio as market conditions and your circumstances change and consider adjustments when appropriate
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Consider the potential tax implications of portfolio changes
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Evaluate available cash flow in light of spending, liquidity needs and financial objectives
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Evaluate tax-loss harvesting opportunities, when appropriate, in coordination with your tax professional
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Consider potential capital gains when evaluating investment decisions
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Consider potential tax consequences when determining whether and when to rebalance
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Evaluate strategies for managing concentrated positions while considering investment risk, diversification and potential tax consequences
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Coordinate, as appropriate, with your independent tax and legal professionals and available firm resources
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Help you evaluate available workplace benefits in light of your financial goals and circumstances
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Review the financial information you share with us to help inform your planning and investment strategy
Location
411 Borel Ave
Suite 220
San Mateo, CA 94402
US
Meet SLH Group
Larry J Shaw, CIMA®, CIMC
Senior Vice President
Sherwin G. Lau
Alternative Investments Director
About Michael Hsu
Securities Agent: NJ, NY, FL, CA, SD, WI, HI, WA, AK, NV, NE, AZ, GA, PA, IA, UT, NC, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 2309542
NMLS#: 2309542
About Larry J Shaw
Larry J. Shaw
Senior Portfolio Manager
Senior Vice President
Financial Advisor
As founder of the Shaw Group at Morgan Stanley, Larry oversees management of all the group’s client relationships, including plan development, risk analysis and estate planning. He regularly reviews each client’s custom financial plan and reaches out proactively to ensure that clients understand how their portfolios are constructed. It’s vitally important to him that clients feel that their needs are being met at all times and, by earning the select designation of Senior Portfolio Manager, Larry has the ability to care for his clients’ investments in a very powerful way.
Larry began his career as a financial advisor with Dean Witter in 1992. His focus was working with individuals and small companies. Six years later, Larry joined PaineWebber which then was taken over by UBS Financial Services. While at UBS, Larry formed The Shaw Financial Group. In 2011, he moved the group to Morgan Stanley.
During his tenure in the securities industry, Larry has earned the distinguished designations of Certified Investment Management Analyst (CIMA) and Certified Investment Management Consultant (CIMC). These credentials signify advanced experience in consulting and managed accounts, and a commitment to adhere to a Code of Ethics. Prior to entering into the financial services industry, he formed and served as President of Shaw & Associates, a textile sales and marketing firm, for 15 years. Larry is a graduate of the City College of the City University of New York.
Senior Portfolio Manager
Senior Vice President
Financial Advisor
As founder of the Shaw Group at Morgan Stanley, Larry oversees management of all the group’s client relationships, including plan development, risk analysis and estate planning. He regularly reviews each client’s custom financial plan and reaches out proactively to ensure that clients understand how their portfolios are constructed. It’s vitally important to him that clients feel that their needs are being met at all times and, by earning the select designation of Senior Portfolio Manager, Larry has the ability to care for his clients’ investments in a very powerful way.
Larry began his career as a financial advisor with Dean Witter in 1992. His focus was working with individuals and small companies. Six years later, Larry joined PaineWebber which then was taken over by UBS Financial Services. While at UBS, Larry formed The Shaw Financial Group. In 2011, he moved the group to Morgan Stanley.
During his tenure in the securities industry, Larry has earned the distinguished designations of Certified Investment Management Analyst (CIMA) and Certified Investment Management Consultant (CIMC). These credentials signify advanced experience in consulting and managed accounts, and a commitment to adhere to a Code of Ethics. Prior to entering into the financial services industry, he formed and served as President of Shaw & Associates, a textile sales and marketing firm, for 15 years. Larry is a graduate of the City College of the City University of New York.
Securities Agent: HI, FL, CA, AK, NC, AZ, PA, IA, GA, WI, SD, NY, NV, NE, WA, UT, NJ, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1255409
NMLS#: 1255409
About Sherwin G. Lau
• Past Firms: UBS
• Title: Financial Advisor, Alternative Investments Director
• Focus: Private Equity, Private Credit, Private Real Estate, Tax Management
• Sub-Focus: Equity Compensation
• Year of Experience: 16 years
• Hobbies: Holistic Health/Wellness, Real Estate and Automotive Enthusiast
• Title: Financial Advisor, Alternative Investments Director
• Focus: Private Equity, Private Credit, Private Real Estate, Tax Management
• Sub-Focus: Equity Compensation
• Year of Experience: 16 years
• Hobbies: Holistic Health/Wellness, Real Estate and Automotive Enthusiast
Securities Agent: CA, WA, NJ, NY, NE, FL, AZ, WI, NC, AK, UT, NV, GA, PA, SD, IA, HI, TX; General Securities Representative; Investment Advisor Representative
NMLS#: 1836593
NMLS#: 1836593
Contact Michael Hsu
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Contact Larry J Shaw
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Contact Sherwin G. Lau
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Ready to start a conversation? Contact SLH Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
