Investment Advisory Services
Individual Portfolio Management
Dreggors, Rigsby & Teal offers personalized investment options for corporate, retirement plan and individual investors. In partnership with clients, we work toward their long-term goals within customized plans that add value to our clients’ investments. What are your long-term investment goals and risk tolerance? We allocate funds based upon varying asset classes using the growth and value approach. Taxable accounts are managed to enhance after-tax performance. Our accounts are primarily invested in stocks and bonds, and no-load, low-cost passive index funds and ETF’s. The uniform application for investment advisor registration, Form ADV, is the official application document to register as an investment advisor firm. Download Dreggors, Rigsby & Teal’s Form ADV.
As a trustee for your trust, Dreggors, Rigsby & Teal is the team responsible for assisting in carrying out the terms of the trust, being impartial among beneficiaries, investing and managing the trust assets, and administering the trust in the best interest of the beneficiaries. Contact us to learn more.