St. Michaels Asset Management LLC (hereafter SMAM) is an Investment Advisory company that takes an enterprising approach to investment management.
It is a division of the holding company N.E.Thompson & Co LLC. (hereafter NETCO).Our custodians for clients' assets are Charles Schwab Inc, JPMorgan Securities, and Pershing/SSG. LLC. Clients receive monthly statements from the custodians and a our quarterly report.
Our custodians provide high quality operating platforms and research data that helps to facilitate effective investment strategies.
SMAM is an independent advisory and is not an affiliate of the custodians.
Our primary goal is to invest for financial soultions to client's circumstances. We listen to clients requests to create investment solutions designed to help meet their goals.
We seek to build capital for clients by managing investments in securities that we believe represent value.They can be found in most markets and across all capitalization structures.To us, value is not just the current return on capital, it also involves the ecological footprints we leave to future generations.
At St Michaels Asset Management LLC, we take a practical approach to Socially Responsible Investment (SRI).
We manage investment portfolios with three principles in mind:
Please call or email us with your investment questions.
410-745-3550