ANDERSON GRIGGS INVESTMENTS

Overview

Anderson Griggs Investments is a fee-based wealth manager that concentrates on discretionary portfolio management for individuals, small businesses and select institutional clients. The firm operates as an individual-owned corporation and positions itself as a capital allocator, using outside managers where appropriate. Its stated advisory activities combine direct portfolio management with the selection of other advisers, which suggests a hybrid approach of in-house model management and vetting/allocating to third-party managers. Equities are the dominant preference across client portfolios, and the firm is not an active ESG investor. Fee arrangements are expressed as a percentage of assets under management. Anderson Griggs Investments does not present itself as a multi-state adviser or a pension consultant; it maintains a more narrowly scoped regulatory footprint and client focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices