CRD: 155186
St. Germain Investment Management
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- Custodian
- Broadridge · Capital Group · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 30, 2025 and March 27, 2026, reported AUM increased 22.3%, from $3.1B to $3.8B.
Across 5 reported observations, AUM increased 45.5% between December 15, 2022 and March 27, 2026, from $2.6B to $3.8B.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 30 advisory representatives and 6,722 clients, or 224.1 clients per representative. That equates to $564.1K in reported AUM per client.
The profile lists 4 reported office locations and 49 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
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- Platform
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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
--
- 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
SMA allocation detail is available
St. Germain Investment Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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St. Germain Investment Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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