Who We Are

St. Germain’s mission is to optimize our clients’ investments based on their goals while delivering exemplary, personalized service regardless of the size or scope of their assets.

It Really Is About You

First and foremost, we are relationship managers focused solely on managing your wealth. We are privately owned and have been since 1924. When we say, "We'll do what we believe's best for the client," we do just that---even going so far as to recommend options outside our firm and range of competency. Our competency addresses long-term investment opportunities and solutions that benefits you and future generations.

In our industry, managing financial assets is important, but to St. Germain Investment Management, our clients are the real assets that matter.

Confidently Independent

Being both private and independent, St. Germain Investment Management professionals respond to your interests versus product lines we must sell. We are neither brokers nor commissioned sales people---we choose to focus on your needs and ignore the noise, emotions and distractions that bombard all of us on a daily basis.

The Discipline Matters

The strategy, analysis and overall discipline we provide to the owners, corporate clients, even our own employees, extend to you. And it matters because they way we choose to work is the way we want to work: together we create and manage a long-term asset management plan aligned to answer your financial objectives.