CRD: 155186
St. Germain Investment Management
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- Custodian
- Broadridge · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-30-1976
- Office Locations
- 4
Office Locations
About St. Germain Investment Management
St. Germain Investment Management is an independent fiduciary advisory firm founded in 1924, serving individuals, families, and institutions in Western Massachusetts and nationwide. The team provides integrated wealth management—portfolio management plus holistic financial planning (retirement, education, estate, charitable and insurance). Portfolios use research-driven, actively managed mixes of equities, bonds, and ETFs, with ESG options. Notably, they also support nonprofits with investment policy and withdrawal guidance.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
POLLY WHITE CORDLE
Chief Compliance Officer
- CRD
- #2875017
- Ownership
- Less than 5%
John Francis Fortier
Portfolio Manager, TREASURER
- CRD
- #6934986
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CHRISTINE M ANDRZEJEWSKI
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- CRD
- #5795403
JOSHUA DAVID BEDELL
Certified Financial Planner
- CRD
- #5836271
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,777,163,848 | $573,340 |
| Non-Discretionary | $14,652,149 | $109,344 |
| Total | $3,791,815,997 | $564,090 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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