Paul Joseph Marchese

Individually managed equity portfolios emphasize long-term growth and are constructed from a list of between 30 and 50 stocks carefully selected from a universe of about 300 companies. Typically large capitalization, these stocks are identified through a process that combines bottom-up company-by-company analysis with top-down screening. Approved stocks are combined in a portfolio that is deliberately diversified across economic sectors to manage risk while capitalizing on long-term economic expectations and demographic trends. Equities: The firm methodology for equities investing includes a systematic analysis of macroeconomic conditions. To be included in a portfolio a company must: 1) have historically low relative p/e ratio of stock to industry, stock to market and stock to GNP; 2) be growing at a rate greater than its current p/e multiple; 3) have a strong cash flow; 4) have increasing levels of dividends. Stocks are sold when they reach an extreme in the established price range, the fundamentals deteriorate, or there are more compelling buying opportunities available. Balanced & Fixed: The firm uses a combination of economic, international, and political analysis to begin to determine the proper asset allocation between fixed-income and equity investments. Fixed-income parameters are based upon forecasts of trends in economics and interest rates and other technical considerations. The equity portion of the portfolio is determined by establishing a likely range for the market based upon forecasts of earnings, inflation, and corporate price-earnings. In addition, consideration is given to the clients' investment objectives.

St. Germain Investments’ analysis methods incorporate macro-economic, sector, industry assessments, and fundamental and technical analysis of broad financial markets as well as individual portfolio holdings. They emphasize the identification of an appropriate risk tolerance and asset allocation. Their investment management strategies do not attempt to manage short-term market fluctuations and emphasize a long-term approach to investing.

Functions as a College/University

Functions as a College/University

Operates orchestras

Provides behavioral health services

Provides investment services

Provides emergency shelter for adult men and women

The private company is based in Westfield, MA. Stanley Park of Westfield, Inc. is a private, nonprofit organization managing a nearly 300-acre natural park that features formal gardens, extensive trails, athletic fields, picnic areas, children’s play zones, and the Frank Stanley Beveridge Wildlife Sanctuary. The park includes landmarks such as the carillon tower, duck pond, Goodrich covered bridge, colonial-era village structures, and a population of black squirrels. Stanley Park offers recreational and educational activities including hiking, nature workshops, fitness classes, and family events, and supports community engagement through pavilion rentals, weddings, corporate meetings, and special events. The company was founded in 1949 by Frank Stanley Beveridge.