Memorial Bridge - Springfield, Massachusetts
Welcome
For over eighty-five years, St. Germain's mission has been managing investments based on our clients' goals while delivering exemplary, personalized service regardless of the size or scope of their assets. You might be surprised to learn that our relationships do not start in the tens of millions of dollars. We do have some high-end accounts, yet many relationships start far lower than multimillion dollar accounts.
And now, more than ever, the need for good planning is more evident than in times past. We are in a period of history where many of the actions that have taken place this year would never even entered our minds. Certain titans of the industry have essentially disappeared or evolved into something else altogether.
But you do have options worth considering which means investors do have opportunities. The significant question for you is this: With all that has taken place on Wall Street, the credit & mortgage markets and investment banking, can you afford NOT to call us? We're still here...and ready to listen.
- Established in 1924
- Assets under management: $830MM
- Private ownership
- Hartford, CT and Springfield, MA offices
- Clients throughout the USA and 10 other countries
Is it really your financial plan?
Now more than ever, be proactive in managing your financial plan. Whether your goals are driven by retirement, college tuition or starting a new business, confirm that your strategy is, indeed, one that's wholly suited for you and you alone.
St. Germain Investment Management works with individuals and our recommendations can be as varied as the very investors who rely on our expertise. We don't sell bundled products or product groups because some may not be a "good fit" for your financial plan...or for those whose future may depend on it.
It's the way we've addressed the needs of our investors for generations. And we're confident we'll be doing just that for generations to come. Here's a short list as to why individuals would consider working with an independent financial planning and investing firm like St. Germain:
- Consult with a certified financial planner [CFP] who understands your goals
- Planners can put objectivity in short-term fluctuations
- Financial plans help avoid short-sighted decisions
- Certain states even require lottery winners to consult with a CFP before collecting
News and Events
-
October 8, 2008
Promotions are in order at St. Germain
St. Germain management promotes several from within.
-
October 8, 2008
Discounters fared well in September
Discount retailers and wholesale clubs are benefitting from the economic slowdown.