Bolivia, NC Office

Riggs Asset Management serves individuals (including high‑net‑worth clients), business entities, retirement plans, trusts, estates and charitable organizations, offering discretionary investment management and limited, unsolicited consultation on non‑investment matters. The firm also provides family‑office style services—bill paying, bookkeeping and assistance with budgeting and cash‑flow management—and manages roughly $640 million in client assets.

Riggs’ investment process allocates across individual equities and fixed income, exchange‑traded funds and no‑load mutual funds using a mix of fundamental, technical, charting and cyclical analysis and a range of time horizons from long‑term holdings to shorter‑term trading. The firm may engage an unaffiliated sub‑advisor for direct indexing and may include cryptocurrency exposure via ETFs in client allocations unless a client opts out.

Clients receive regular documentation, including quarterly reports summarizing account activity and the firm’s Form ADV brochure, and Riggs also distributes periodic written materials to its client base. The combination of family‑office services, the use of a direct‑indexing sub‑advisor and custody practices tied to bill‑paying/trustee functions (which trigger additional oversight) distinguishes Riggs’ service mix from many peers.