Welcome to Stack Financial
foundation of Stack Financial Management's investment philosophy is a
belief that portfolio allocation must be based on a careful assessment
of market risk. Through diversification and careful attention to the
forces that move the market, Stack Financial Management utilizes a
"safety-first" approach to money management that is designed to
maximize both profits and safety.
Top 100 Independent Financial
Nestled on the shores of
Whitefish Lake in beautiful northwestern Montana, Stack Financial
Management (SFM) is far from Wall Street, but has earned a reputation
as one of America's premier investment advisors. In fact, for the 4th consecutive year (and 6 of the past 7 years) SFM has been recognized by Barron's as one of the "Top 100 Independent Financial Advisors" in the country. In addition, Worth
magazine has ranked SFM among the "Top 250 Wealth Advisors" in the United
- Utilizes the same philosophy
and technical indicators developed by InvesTech Research during the
past 33 years. Review our Investment Philosophy for more information about how assets are managed at Stack Financial Management.
- A dedicated team of professionals with over 60 years combined portfolio management
experience. Meet the SFM Portfolio Management Team and learn more about their background and credentials.
- Professional asset
management services, using a proven strategy that reduces portfolio
exposure when market risk is high.
- Managing accounts for
individual clients, corporations, trusts and retirement plans
throughout the United States. Click here to
view a map
showing the geographical location of current clients.
- Offering Capital
Appreciation or Value & Dividend Portfolios to suit your
personal investment profile. Learn more about these Account Options.
- SFM is your choice for individually tailored financial management services you can trust. Click here to
request a free Wealth Protection Kit, including our Special Report, 3 Secrets to Protecting Your Portfolio in Any Market.