ST GERMAIN D J COMPANY Overview
St Germain D J Company Inc is an investment advisor that manages 1 BN dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 930MM in positions, representing 92% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 930MM in positions, representing 92% of the manager's regulatory AUM.
ST GERMAIN D J COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
ST GERMAIN D J COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VCIT | 7.21% | ETF | 0.75% | -0.08% | 0 | 5% | ||
| MBB | 4.42% | ETF | 0.33% | -0.06% | 0 | 4% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
ST GERMAIN D J COMPANY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael R. Matty | President, Director, Secretary, Cco | August-2010 |
| Timothy W. Suffish | Director | August-2010 |
| Jason M. Schuck | Treasurer | August-2010 |
ST GERMAIN D J COMPANY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ST GERMAIN D J COMPANY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
St. Germain Investment Management, Inc. may offer investment advice on any investments held by a client at the start of the advisory relationship. St. Germain Investment Management, Inc. emphasizes the identification of an appropriate risk tolerance and asset allocation. St. Germain Investment Management, Inc.’s investment management strategies do not attempt to manage short-term market fluctuations and emphasize a buy and hold approach. Clients may be placed in a variety of asset allocation strategies based upon individual financial circumstances and risk tolerances. The asset allocations may include stocks, bonds, mutual funds, or ETFs (exchange traded funds are a bundle of securities that are traded on one of the stock exchanges). Each asset class contains inherent risk. For
stocks and bonds, individual security values may fluctuate based upon the overall economy, market conditions, investor confidence, and speci...
Unlock Full Investment Process Description
St. Germain Investment Management, Inc. may offer investment advice on any investments held by a client at the start of the advisory relationship. St. Germain Investment Management, Inc. emphasizes the identification of an appropriate risk tolerance and asset allocation. St. Germain Investment Management, Inc.’s investment management strategies do not attempt to manage short-term market fluctuations and emphasize a buy and hold approach. Clients may be placed in a variety of asset allocation strategies based upon individual financial circumstances and risk tolerances. The asset allocations may include stocks, bonds, mutual funds, or ETFs (exchange traded funds are a bundle of securities that are traded on one of the stock exchanges). Each asset class contains inherent risk. For
stocks and bonds, individual security values may fluctuate based upon the overall economy, market conditions, investor confidence, and speci...
Unlock Full Investment Process Description
ST GERMAIN D J COMPANY Portfolio Concentration
ST GERMAIN D J COMPANY Location
1500 MAIN ST
25TH FLOOR
SPRINGFIELD, Massachusetts
UNITED STATES, 01115-1001
25TH FLOOR
SPRINGFIELD, Massachusetts
UNITED STATES, 01115-1001
ST GERMAIN D J COMPANY Contact Information
Phone Number: 413-733-5111
Fax Number: 413-747-0848
Website: null
Fax Number: 413-747-0848
Website: null
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here