Investment Management, Through a Trusted Alliance
Lee Bank’s alliance with St. Germain Investment Management provides professional investment management services as part of an integrated financial relationship through their office in Lee, October Mountain Financial Advisors. October Mountain Financial Advisors is a registered investment advisor with deep roots in the Berkshires and a long standing alliance with Lee Bank.
This allows investment management to be thoughtfully aligned with financial planning, trust administration, and banking services. Rather than working in isolation, investment decisions are informed by your broader goals and — when applicable — fiduciary responsibilities, helping ensure continuity, consistency, and clarity across your financial picture.
How the relationship works
October Mountain Financial Advisors serves as the investment advisor, providing portfolio management and ongoing investment oversight. Lee Bank remains actively involved in coordinating planning, fiduciary, and banking considerations so strategies remain aligned over time.
This structure allows clients to benefit from specialized investment expertise while maintaining continuity within a single, integrated approach — supported locally by professionals who work closely together.
Local perspective, coordinated support
October Mountain Financial Advisors was established to serve individuals and families in an underserved regional market. Together, Lee Bank and October Mountain Financial Advisors share a commitment to remaining locally based and relationship focused, offering investment management that reflects both professional discipline and an understanding of the community.
Learn more about October Mountain Financial Advisors online, call 413.243.4331 or email [email protected].
Investment and Mutual Fund products are not bank products and are not insured or guaranteed by the FDIC or any other agency of the United States and are not deposits or obligations or guaranteed or insured by any bank or bank affiliate. The market value of securities and mutual funds are subject to investment risk, may fluctuate in value, and may result in a loss of principal.