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Welcome to St. Germain Investment Management

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.

  • Established in 1924
  • Asset management: individuals & institutions
  • Private ownership
  • Hartford, CT and Springfield, MA offices
  • Clients throughout the USA and 10 other countries

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 Your 2012 resolutions

Have you given much thought to what you may [or may not] do with your investments and/or financial planning objectives in 2012? We've thought about it, perhaps a little more than most since we're closer to the details surrounding several areas such as employment, the economy, the Federal deficit, the debt crisis in the EU and so forth. For the sake of brevity--if not to have you think a little differently--here are 5 actions that can serve as resolutions for 2012. If you have others and need to discuss them, send us an e-mail via our website; we'd be interested to know how you feel going forward.

  1. Make sure your financial plan is still on track. Does it still dovetail with your current life stage? Did you experience any changes in the past year, such as a new job or remarriage, that could possibly change some of your goals?
  2. If you don't have a financial plan, step up and make sure you create one.
  3. Don't let your emotions get the best of you when you hear or read about big swings in the market.
  4. Make a point of meeting with your financial advisor, at least once this year, to review your goals.
  5. Be flexible. Put another way, temper your expectations. If you hear of offers or returns that are out of this world, it's probably because the information came from someone out of his/her mind!

We've felt the bumps this past year. Like a good pilot, we're navigating the assets around the bumps, the dips and dives. We can't avoid all of them, but we'll do our best to help you stay the course with less turbulence.

 

Meet Earle Hollister

Michael R. Matty, President, CFA, CFP of St. Germain Investment Management is pleased to announce the appointment of Earle Hollister, MBA to the position of Compliance Manager.  Earle brings 23 years of experience as an insurance producer, sales manager, stockbroker, registered representative, registered securities principal, and municipal securities principal.

At St. Germain, compliance goes well beyond satisfying regulations; it also reflects the firm's commitment to protect the interest of our clients.

Frank Carrazza, Jr. means more resources

With the merging of Mr. Carrazza's firm, St. Germain Investment Management provides additional expertise and resources in estate planning, income tax planning and other services relevant to an increasingly complex financial landscape.

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