Portfolio Growth
and
Wealth Preservation

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.

Top 100 Independent Financial Advisors

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 both 2007 and 2008, SFM firm was recognized by Barron's Winner's Circle as one of America's "Top 100 Independent Financial Advisors." Also in 2008, Worth magazine ranked SFM among the "Top 250 Wealth Advisors" in the United States.

• Utilizes the same philosophy and technical indicators developed by InvesTech Research during the past 30 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 portfolio and wealth 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 information package.