Discretionary or Advisory Portfolio Management
We design customized portfolios that match your specific needs and personal profile.
Should you wish to be actively involved in the investment process, we will develop and manage your portfolio on an advisory basis.
You will therefore be involved in the timing, planning and implementation of investment policy.
Should you have other interests and responsibilities to pursue, we also offer you the option of discretionary wealth management.
This option enables you to focus your time on what is important to you. You will be confident in the knowledge that you have delegated investment responsibilities to a team of professionals who you can trust to act responsibly and diligently on your behalf.
Your success is the greatest measure of our success
Johnson, St-Germain + Associates provides you with prudent and responsible management of your investment capital.
We become your dedicated partner in the quest to achieve your investment goals.
With us, you can be confident that your portfolio will be managed to the highest standards of quality, ethics and professionalism.
Your success is the greatest measure of our success.