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
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.
No doubt we have seen a lot of changes these past 18-months in the world of investing, wealth [and expense] management, securities and bond markets and so forth. A common refrain has risen above the din of editorializing, "With all these changes, is there a 'new normal' to speak of?"
Perhaps, but unlikely. It does feel though that more practical, pragmatic behaviors have come into play. You'll hear about tactics being more conservative or cautionary and expectations becoming more realistic or in line with the current reality. However, such behaviors were already in play but greatly overshadowed by the buzz of big ROIs, mega-salaries, scandals et al.
St. Germain Investment Management is not the flashiest, the largest or fanciest of firms. No doubt we are comfortable in our own skin and in what we do based on client goals.
The conservative and disciplined approach to long-term investing is en vogue again. For this firm, it's been like that since day one. Consider these points the next time you check on your own financial picture:
February 26, 2010
Wall Street see-saws volume on mixed data
The fears behind Greece and its financial woes continue to concern investors.
February 26, 2010
Growing inventory=business growth
The U.S. Commerce Department indicates growth in the 4th Quarter was actually better than reported.
February 26, 2010
Apple CEO prefers to hold the cash
Steve Jobs believes Apple should stockpile its cash and not pay a dividend.
February 26, 2010
ESPN parent company inks $2.25Bdeal
New credit arrangement by parent company Walt Disney Company used to support commercial paper.
February 26, 2010
ATM president scams $11M from CT-based bank
Federal prosecutors have charged an executive of Mount Vernon Money Centers for stealing from Webster Bank, based in Waterbury, CT.