Financial Times has announced this year’s roster and selected St. Germain Investment Management [dba October Mountain Financial Advisors with an office in Lee, Massachusetts] as one of 300 Top Financial Advisors in the USA. According to Financial Times, “this is an elite group of registered financial advisory firms who have met specific criteria from Financial Times. The roster is not a ranking, but a list based on assets under management [AUM] and credentials desired by investors.”
For the fifth consecutive year, St. Germain Investment Management/October Mountain Financial Advisors has been independently selected for this recognition.
For complete information regarding the 2020 FT300, please click here.
For our statement regarding the ever-changing coronavirus, as well as the disease COVID-19, please click here
Half the year has come to pass with 2 more quarters to come. Market commentaries and other news can be found in our most recent newsletter. You’ll note on the front page, we’ve been selected by Financial Times as one of the top registered independent advisors in the country. For the 4th straight year, we’re honored to be recognized on the FT300. Please click here.
We’re aware of the volatility and swings involved, yet in spite of the negative aura, we still remain focused on the fundamentals. Click here for the most recent commentary.
The first quarter of the year has been a bit of a see-saw. Our portfolio managers on the Investment Policy Committee has an overview in their Capital Market Update commentary.
What a year this has been! Our 2017 4th Quarter Newsletter sums it up and can be read here.