Anderson Griggs Investments | Financial Advisor - Rock Hill, SC
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    • Our Story
    • Our Investment Philosophy
    • Our Team
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    • Services for Individuals & Families
    • Trust Management Services
    • Our Process
    • Our Fees
  • Resources
    • Our Letters to Clients
    • Intelligent Investing Radio Shows
    • Video Series >
      • Investing Basics
      • Differences Between Professionals
      • 10 Steps to Improve Returns
      • Investing Strategies
  • Contact
  • Home
  • About
    • Our Story
    • Our Investment Philosophy
    • Our Team
  • Services
    • Services for Individuals & Families
    • Trust Management Services
    • Our Process
    • Our Fees
  • Resources
    • Our Letters to Clients
    • Intelligent Investing Radio Shows
    • Video Series >
      • Investing Basics
      • Differences Between Professionals
      • 10 Steps to Improve Returns
      • Investing Strategies
  • Contact

Services for Individuals & Families

Services for Individuals and Families

Each individual or family has unique circumstances, goals, and needs. It is our privilege and duty to work with you to understand your particular needs and to build an investment portfolio that helps fulfill them. As a family owned and operated business, we may understand this concept better than others do.

Our portfolio management services include:       
  • Determining the minimum returns needed to fulfill your needs
  • Establishing an initial investment policy statement to guide your investment path   
  • Constructing and maintaining a portfolio of common stocks, bonds, CDs and cash, personalized for you
  • Establishing a review process to update and make changes to your portfolio as needed
  • Providing monthly statements with detailed information about your portfolio
  • Providing a monthly newsletter to keep you informed on our views and ideas
  • Being available to meet with you for a portfolio review, to discuss any concerns you may have, or for any other reason

Disclosures
Privacy Policy

Common Sense Investment Management for Intelligent Investors
113 E. Main Street Ste. 310
Rock Hill, SC 29730
803-324-5044 or 800-254-0874
info@andersongriggs.com