SPRINGFIELD — For the fifth consecutive year, St. Germain Investment Management has been named to the Financial Times 300 Top Registered Investment Advisers (RIA). The 2020 list recognizes top independent RIA firms from across the U.S. This is the seventh annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset-management industry.
“This is an astounding honor to be recognized yet again,” said Michael Matty, St. Germain president. “Receiving the FT 300 validates what we do: stand by your client and do what’s in their best interest.”
RIA firms applied for consideration having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 400 (DC retirement-plan advisers) and the FT 400 (broker-dealers).