Anderson Griggs Investments | Financial Advisor - Rock Hill, SC
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    • Our Story
    • Our Investment Philosophy
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    • Services for Individuals & Families
    • Trust Management Services
    • Our Process
    • Our Fees
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    • Our Letters to Clients
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Trust Management Services

Many families find that their circumstances are best met through the use of a trust account. Acting as a trustee and fulfilling your fiduciary obligation can be stressful, especially when it comes to choosing an investment manager. Anderson Griggs Investments is fully prepared to work with you in a fiduciary capacity to manage some or all of your trust assets. 

Our trust management services include:
  • Reviewing your trust documents
  • Helping you understand the intent of the trust and your duties as trustee
  • Helping you create an investment policy statement
  • Working with your attorney, accountant, and asset custodian as needed
  • Constructing and maintaining a portfolio of common stocks, bonds, CDs and cash that will meet the needs of the trust beneficiaries
  • Establishing a review process to update and make changes to the trust account as needed

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
[email protected]



  • 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