St. Germain Investment Management

EST. AUM
$3,791,815,997

CONTACTS
13

CLIENT ACCOUNTS
6,722

Firm Details

Metro area Hartford
CRD Number 155186
Website stgermaininvestments.com
Client types

Overview

The information they gather (both qualitative and quantitative) serves as the input for the overall strategy they develop. They look at how the assets are titled, how they are managed, the asset allocation, beneficiary designations, and how they fit within the client's estate plan. These are all important pieces of the big picture and considerations for the strategy. As they move from planning to implementation, the pieces start to come together. After transferring the client's account(s) to their custodian, it’s time to put the financial plan into action. The portfolio is built with the client's whole financial picture in mind. The overall portfolio and overall asset allocation are the most important determinants of long-term investment success. Just as the markets and economy change, so goes the client's own life. While they adjust the portfolio at St. Germain as they deem appropriate, they will check in with the client to make sure that the overall portfolio—including assets—is still appropriate.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

St. Germain Investment Management

Platform Details

Investment Preferences

Alternative Activity

Address

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