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 northwest 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 sixth consecutive year (and 8 of the past 9 years), SFM has been recognized by Barron's as one of the "Top 100 Independent Financial Advisors" in the country. In 2014 and 2015, Financial Times named SFM among 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.
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.” To view the award presentation, as well as Jim’s Keynote Address, “Bear-Proof” Your Portfolio for the Storm Ahead, simply click here. (Please note that a free MoneyShow account is required to view this presentation.)
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...