For over eighty-five years, St. Germain's mission has been managing investments based on our clients' goals while delivering exemplary, personalized service regardless of the size or scope of their assets. You might be surprised to learn that our relationships do not start in the tens of millions of dollars. We do have some high-end accounts, yet many relationships start far lower than multimillion dollar accounts.
And now, more than ever, the need for good planning is more evident than in times past. We are in a period of history where many of the actions that have taken place this year would never even entered our minds. Certain titans of the industry have essentially disappeared or evolved into something else altogether.
But you do have options worth considering which means investors do have opportunities. The significant question for you is this: With all that has taken place on Wall Street, the credit & mortgage markets and investment banking, can you afford NOT to call us? We're still here...and ready to listen.
Your financial plan should be just that: yours. Now more than ever, we encourage you to be as proactive as you can when it comes to finding financial and wealth management services. Currently the biggest question on many an investor's mind is, "Who can I trust?" We'd like you to scrutinize investment management services the way we examine companies to invest in: thoroughly, carefully, purposefully, objectively. Ask questions from people you know you trust, then make a decision that's best for you, and you alone.
St. Germain Investment Management works with individuals and our recommendations can be as varied as the very investors who rely on our expertise. We don't sell bundled products or product groups because some may not be a "good fit" for your financial plan...or for those whose future may depend on it.
It's the way we've addressed the needs of our investors for generations. And we're confident we'll be doing just that for generations to come. Here's a short list as to why individuals would consider working with an independent financial planning and investing firm like St. Germain:
December 26, 2008
New legislation waives 2009 RMDs
The Worker, Retiree and Employer Recovery Act of 2008 became law on December 23, 2008
December 26, 2008
Not all the business news in '08 was dreary and discourating.
December 26, 2008
For now, General Motors avoids inching closer to filing for bankruptcy after GMAC reports bank holding status.