Forms & Disclosures

ADV Part II

Privacy Policy

SFM Account Application
Prior to completing the SFM Account Application, please review our ADV Part II and Privacy Policy by clicking on the links above.

Asset Protection with Schwab

DISCLOSURES

Stack Financial Management (SFM) is an SEC registered investment adviser located in Whitefish, Montana. This website is published for residents of the United States, and the firm transacts business only in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to SFM advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Stack Financial Management should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with SFM will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.