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

Please join us in welcoming Matt to the firm. As a VP-Portfolio Manager, he joins Mike Matty, Tim Suffish and Lou Bartenstein in market analytics and investment management. We're delighted to have him on board and hope you have the chance to meet him in the near future.

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. 

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