Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
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 northwestern Montana, Stack Financial Management (SFM) is far from Wall Street, but has earned a reputation as one of America's premier investment advisors.
For the 5th consecutive year (and 7 of the past 8 years) SFM has been recognized by Barron's as one of the "Top 100 Independent Financial Advisors" in the country. In 2014 the Financial Times honored SFM as one of the "Top 300 Investment Advisers" in the United States. In addition, Worth magazine has ranked SFM among the "Top 250 Wealth Advisors" in the U. S.