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An IDEAL CLIENT for us is one that is serious, disciplined and diligent about their financial future.Their active role is important to the process.
 
For clients engaging us for portfolio management only, they must be honest with themselves about their risk tolerance in good markets and in bad, be open to constructive strategy options, understand the realities of investing and the measurement of performance on a market cycle basis.

Building a RELATIONSHIP is based on mutual respect and sharing of responsibilities. Our process is to make sure we are right for each other. As a wealth management firm, we are interested in the client’s total financial experience and strive to build a lifetime partnership.
 
COMMUNICATION is an essential part of any effective wealth management program. Our staff is committed to contact clients by both taking the initiative and being responsive to client inquiries. Each quarter we report in writing the status of clients financial needs and portfolio performance and results. 
 
Our service INTEGRATES personal financial planning and portfolio management. The personal financial plan and the client's risk assesment establishes the targeted portfolio rate of return for the investment portfolio design.




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St. John & Associates, Inc. is a Registered Investment Advisor with the State of Georgia and all other states where required