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Financial Professionals

Posted August 21st, 2008 by agadmin
As a financial professional your job security is your ability to meet the special needs of each of your clients.  Over the past decade, many of you have come to the realization that an institutional approach to investment management just doesn't work for your individual clients.  Individuals have needs that are substantially different than a typical institutional investor.  Primarily is that the goals of individuals are time limited and cash flow dependent.  More importantly is the struggle that your clients have between their aspirations for high returns and the desire to have ultimate safety of principle.

Anderson Griggs Portfolio Management fully understands this and have developed two core objectives, that when combined with your asset allocation abilities may provide a solution to your individual client needs. They are:

  • CAPITAL MARKETS GROWTH - A multi-cap core objective benchmarked against the S&P Super 1500 Composite using ETFs.
  • FOCUSED GROWTH - A large cap core objective benchmarked against the S&P 500

Portfolio management is far more than picking stocks or sectors.  It is a method to understand and control for risk.  Let us share with you the decades of experience we have, working directly with individual investors.  Give us a call at 1-800-254-0874 and visit with us concerning your business and how Anderson Griggs can help you.

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.