Over the years you have taken the steps necessary to build a respectable level of wealth. With the increased value of your portfolio, you've started to ask yourself if it’s enough or if there may be something more you can do to have your wealth work for you. This is the same question that many of our clients have faced, and with our help they have found a solution they can believe in.
To find the solution we begin with a discussion of your individual needs and desires and, using these goals, chart a path that provides an acceptable solution for you. We start with discovering a future value, which in financial management terms is called a "terminal value". With a terminal value and our knowledge of the capital markets, we can create a benchmark to help maximize the potential and the probability of reaching your goals.
The capital markets are never static. There are times when the long-term risk to an investment portfolio is extremely high as well as times when it is extremely low. There are times when one should be protecting capital, and times when one should be seeking returns on capital. We accept this as a truth and incorporate a proprietary model that utilizes technology and judgment developed over the years to recognize and adjust your portfolio's allocation using a dynamic approach. Working with this dynamic approach and an active strategy of implementation, we strive to keep your portfolio on its long-term path towards meeting your goals.
Anderson Griggs & Company, Inc., doing business as Anderson Griggs Portfolio Management is a registered investment adviser with the US Securities & Exchange Commission. Pursuant to laws and regulations Anderson Griggs also maintains notice filing with several individuals state regulators including North and South Carolina. Anderson Griggs only conducts business in states and locations where it is properly registered or meets state requirements for advisors. This commentary is for information purposes only and is not an offer of investment advice. We will only render advice after we deliver our Form ADV Part II to a client in an authorized jurisdiction and receive a properly executed investment Management Agreement. Any reference to performance is historical in nature and no assumption about future performance should be made based on the past performance of any Anderson Griggs Investment Objective, individual account, or index. The authors of publication are expressing general opinions and commentary. They are not attempting to provide legal, accounting, or specific advice to any individual concerning their personal situation. Anderson Griggs Portfolio Management's office is located at 113 E. Main St., Suite 310, Rock Hill, SC 29730. The local phone number is 803-324-5044 and nationally can be reached via its toll-free number 800-254-0874.