Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
In 1979, Jim Stack founded InvesTech Research to bring sophisticated analysis of the stock market to the average investor through a monthly newsletter. (Click here to learn more about InvesTech Research). Stack Financial Management was incorporated in 1994 in response to demand from InvesTech subscribers for personal portfolio management. SFM is separate and independent of InvesTech Research, yet employs the same safety-first philosophy and technical approach first used by InvesTech Research almost three decades ago.
Stack Financial Management serves clients all over the U.S. and offers: