Are You Ready To Secure The Worth of Your Generation?
YOU INVEST. WE RETURN.
Portfolio Management
We provide a hybrid investment management approach utilizing both fundamental and technical analyses to provide you with the best opportunity…
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A Financial Sounding Board
One of the most important services the Riggs’ team provides is one we do not charge for—serving as our clients’…
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Family Office
If you require more hands-on financial assistance we provide family office services (upon request), eliminating the financial headaches that come…
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Estate Planning and Trust Administration
When you’re called to serve as an executor(trixe) of estates and/or Trustees of Trusts we ease the burden by re-registering…
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Retirement Cash Flow Services
If you’re retired and maintain a retirement account at Riggs, we help with planning for retirement by reviewing your income…
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Online Capabilities
While we provide a hands-on personal touch experience, we also know that our clients are sophisticated and expect high end…
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OUR GOAL IS TO SECURE YOUR SUCCESS.
We're driven by one single question:
What's the right thing to do?
What's the right thing to do?
Your worth transcends generations. We believe it’s more than just a number on paper—it’s a measurement of your uncompromising dedication to achieve success at every level throughout life. Your investment of that success with us is something we take quite seriously.
That means, as an Investment Advisory Firm, we act with only your best interests in mind, tailoring your portfolio to work for you, not us. Our team of professionals represents family groups and institutions across the United States. Our firm is multi-generational and so are our clients. For our family group clients, we represent as many as four generations of a single family.
We utilize more than 100 years of combined investment experience to secure your worth.
Robert J. Graham
Founder
Founder
MEET OUR TEAM
Robert J. Graham - Founder
"We bring maturity and experience to our clients at a level that's seldom found in this industry."
Robert H. Graham - President
"We take a holistic approach to our clients' needs because worth is woven throughout the economy of life."
Elizabeth B. Graham - Chief Operating Officer
"We are motivated knowing we're growing our clients' wealth and securing their future."
Alan J Glassman - Vice President
"We understand that an investment with us is also in us, and we never lose sight of what that means."
Susan A. Shoemaker - Chief Compliance Officer and Investment Advisor
"We manage money in a way that's truly authentic, we read, research and carefully choose every investment."
Robert Graham - Marketing Coordinator
"Whether you wish to grow your wealth, plan for retirement, or invest in a more sustainable future; we will align…
Ann Marie Healey - Client Services Manager
"This isn't just a business, this is a family business and our clients are part of that family."
Michelle Casaldi - Client Services
"Our systems are advanced, but our relationships are retro because we care about each and every individual."
RECENT NEWS
Inflation Higher and Stocks Rip
Inflation Higher and Stocks Rip
This morning, the February Consumer Price Index (CPI) reported an increase of +0.40%, a "hot" read
Will the Magnificent Seven Repeat?
Will the Magnificent Seven Repeat?
The unprecedented bull run of the largest companies in the S&P 500—commonly referred to
January, 2024 – Investment Market Recap
January, 2024 - Investment Market Recap
About half of the S&P 500 companies have now reported their quarterly earnings and
RECENT VIDEOS
Inflation Insights with Robert Graham
Bob Graham, President of Riggs Asset Management, discusses whether there is still gas in the tank for the stock market rally.
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January 2024 – Market Recap with Susan Shoemaker and Robert Graham
January 2024 - Market Recap with Susan Shoemaker and Robert Graham
Presidential Election Year Cycles
Historically, Presidential Election Years tend to deliver positive returns in the U.S. Stock Market. Bob Graham and Susan Shoemak