Elizabeth Park - Hartford, Connecticut
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
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
News and Events
-
August 27, 2008
Meet the new Assistant Treasurer
President Paul J. Valickus promotes Jason M. Schuck to assistant treasurer of the company.
-
August 11, 2008
From the desk of Tim Suffish, CFA, CPA. Here's Tim's recent perspective on the market...