Our Process

Before becoming a St. Germain Investment Management client, we discuss your goals and expectations. It’s not enough to hear or understand what motivates you to invest or manage your wealth because behind your motivation, goals and objectives exist to further your quality of life and that of others.

You can provide for us as complete a picture about your life as you’re comfortable with; confidentially discuss with us about your savings, debt and liabilities, professional goals, personal goals, investment experience and more. There are important things in the details which go beyond selecting stocks, bonds, business sectors and economic indices.

We look for details that allow us to help you arrive at a strategy that can help you reach your financial goals. If our process feels more like a heart-to-heart discussion, well, it’s because it is. Before our analytical thinking gets into gear, we want to know if we’re the right fit for you.  You need to feel confident about our value proposition before we take responsibility of your investable assets.