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