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money management

Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
E-mail Us


Welcome to Stack Financial Management

The 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.

One of the Top Investment Advisors in the United States

Nestled on the shores of Whitefish Lake in beautiful northwest Montana, Stack Financial Management (SFM) is far from Wall Street, but has earned a reputation as one of America's premier investment advisors.


In August 2016, Stack Financial Management was named to Barron's list of the "Top 100 Independent Financial Advisors" in the country. James Stack, president and founder, was also one of five advisors profiled in the August 29, 2016 issue of Barron's. This marked the ninth recognition for James Stack and his team by the financial publication, which began vetting top firms in the nation 10 years ago. In addition, Financial Times named SFM among the "Top 300 Investment Advisers" in the United States in both 2014 and 2015 and Worth magazine has ranked SFM among the "Top 250 Wealth Advisors" in the U. S.


James Stack, president of Stack Financial Management and InvesTech Research, has been a featured speaker at MoneyShow for over 30 years. During the 2016 MoneyShow Las Vegas he was presented with “The Trusted Advisor Award” - “for devoting decades to teaching investors the importance of studying the market.”

For a complete overview of Stack Financial Management, our investment philosophy, and the services available to you as a SFM client, we invite you to explore the links below...

  • SFM utilizes the same philosophy and technical indicators developed by InvesTech Research over the past 35 years. Review our Investment Philosophy for more information about how assets are managed at Stack Financial Management.
  • SFM's dedicated team of professionals has over 75 years combined portfolio management experience. Meet the SFM Portfolio Management Team and learn more about their background and credentials.
  • SFM offers professional asset management services, using a proven strategy that reduces portfolio exposure when market risk is high.
  • SFM manages 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.
  • SFM offers 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.

Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.