Congratulations are in order - You have made it to a point in your life that you feel is secure and now your personal thoughts are centered towards others and their needs. It may be your spouse, your children, grandchildren or a charity of choice. With this desire to help others a dual role is required in the management of your wealth. The primary goal is to protect your standard of living; the second goal is to protect the needs of your beneficiaries.
All of our clients are concerned with the future, and like our clients your needs surpass those of the average person. For many it begins with the assistance of their personal estate attorney, in the preparation and maintenance of the legal requirements, assuring that their legacy is passed on based on personal wishes, along with the minimal amount of tax degradation. We work directly with your attorney to verify that your portfolio is properly aligned and registered in a format that meets the legal requirements of your state.
Once the legal parameters are set we then formulate a strategy. This strategy takes into consideration both your needs, such as cash flow requirements and the time until your legacy is passed on, and the needs and longevity of your beneficiaries through the creation of a benchmark. This benchmark helps maximize the potential and probability of reaching those needs based goals.
Our investment management style provides an easy and simple transition of your assets to your beneficiaries without having to change or appoint a new management team - something that may not be desired during a time of stress. In all cases we will assist your representatives in the orderly transfer of your assets.
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.