Welcome

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

  • Established in 1924
  • Assets under management: $850MM
  • Private ownership
  • Hartford, CT and Springfield, MA offices
  • Clients throughout the USA and 10 other countries

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Does your financial plan fit?

The old saw, “If you don’t have a plan, plan to fail,” is particularly apt for those who do not have a financial plan. However, having a financial plan that doesn’t fit your objectives can be just as harmful. It’s never too late to plan your future.

  • Consult with a certified financial planner [CFP] who understands your goals
  • Planners can put objectivity in short-term fluctuations
  • Financial plans help avoid short-sighted decisions
  • Certain states even require lottery winners to consult with a CFP before collecting

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News and Events

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