Leading Investors Since 1924

If you want a modern, yet disciplined and conservative approach to investing, we might be a good fit.

Our approach to investment management and financial planning won't make headlines.  It's unlikely you'll read about us in the financial pages of newspapers, magazines or blogs.  We don't make news.  We manage your hard-earned money with an approach that has evolved, endured and done well for the past 88 years.  Some of our clients span generations and the relationships that have developed are invaluable.  While assets are often linked to dollars, we look at it from a different perspective.  To us, our clients are the assets and they're the  assets that matter.

Home Callout

  • Founded in 1924 by D.J. St. Germain
  • A client's interests comes first
  • Money management for individuals & companies
  • Clients have access to the portfolio managers who manage the assets
  • Fee-based service; no commissioned salespeople
  • We don't use complicated, high-risk or trendy instruments [derivatives, swaps, e.g.]
  • Independently Owned

Learn More About St. Germain

Researchers at Vanderbilt University are developing an artificial liver as part of a larger system of synthetic organs being built to test drugs. If successful, the technology will not only change the way drugs are developed and tested, but also provide doctors with a way to personalise treatment for patients with conditions like heart disease and cancer. 

Tech giant Google Inc. has acquired solar-powered drone maker Titan Aerospace as part of its strategy to deliver wireless Internet access to remote parts of the world. Titan is developing a variety of solar-powered "atmospheric satellites," which are designed to stay aloft indefinitely, providing aerial and telecommunications services at 1/100th the cost of current satellite platforms. 

Why Choose A Professional Advisor?

Your financial health deserves the same level of expert attention just as you would expect from other professionals in healthcare, law, tax accounting and so on. You should feel confident and comfortable with your investment advisor. 

Here's our latest addition to the brain trust. Matt is a VP-Portfolio Manager working along with Mike, Tim and Lou.

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