A complete list of active advisors currently associated with Anderson Griggs Investments

Warmer can help you find a great advisor at Anderson Griggs Investments or one who fits your needs even better.

Anderson Griggs Investments provides discretionary investment supervisory and individual portfolio management services to individuals (including high-net-worth clients), trusts and charitable organizations, generally requiring a $100,000 minimum account (negotiable) and grouping related client accounts for fee determination. The firm develops individualized investment policies through client discussions and ongoing account supervision. Investment management is delivered through two primary strategy series: a Capital Market Series that primarily uses index-tracking ETFs to replicate segments of the S&P indices and a Focused Series that holds individual large-cap global equities with less emphasis on broad diversification. The firm employs fundamental, quantitative, cyclical and qualitative analysis, uses asset allocation to set equity/fixed-income mixes, and pursues both long-term and shorter-term trades as appropriate. Noteworthy features include a general avoidance of actively managed mutual funds in favor of ETFs and direct equity ownership, and a formal recommendation that clients custody assets with Charles Schwab — from which the firm receives additional research and services that could create indirect conflicts of interest. Anderson Griggs does not vote client proxies (clients retain that responsibility), maintains a Code of Ethics and related-person trade restrictions, and retains discretion to negotiate fees and offer employee/family discounts.

To learn more about the advisors currently working at Anderson Griggs Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.