You can really learn a lot from this article by Jason Zweig of The Wall Street Journal, titled "The Fight Over Who Will Guard Your Nest Egg". If you currently employ a Broker, Financial Planner, or Financial Advisor, this article applies to you. If you do not know the difference between these different types of financial professionals this article will be extremely beneficial for you. Especially focus on what SEC Chairwoman, Mary Schapiro has to say near the end of the article. And if you would like to learn where Anderson Griggs Portfolio Management stands, give us a call.
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.