Portfolio Growth & Capital Preservation

The foundation of Stack Financial Management’s investment philosophy is a belief that portfolio construction must be based on a thorough assessment of market risk. With careful attention to the historical forces that move the market, Stack Financial Management utilizes a “safety-first” approach to investment management that is designed to strike the balance between participation and downside protection.

Plan on Visiting Us and Glacier National Park this Summer?  Click Here

WHO WE ARE

WHAT WE DO

WHY WE ARE DIFFERENT

We are a team of seasoned investment professionals dedicated to providing our unique brand of “safety-first” investment management with an unmatched and personal service experience.  We are committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do.

Our ultimate goal is to give our clients increased peace of mind knowing that their assets are being actively managed in a manner focused on reducing downside risk and volatility.  We aim to provide an opportunity for strong protection in down markets and competitive returns in up markets.

Stack Financial Management (SFM) is privately-owned and independent.  Our client-centric focus and disciplined approach to active risk management define our business.  As a client you are treated as family, and as fiduciaries, we act in your best interest 100% of the time.

WHO WE ARE

We are a team of seasoned investment professionals dedicated to providing our unique brand of “safety-first” investment management with an unmatched and personal service experience.  We are committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do.

WHAT WE DO

Our ultimate goal is to give our clients increased peace of mind knowing that their assets are being actively managed in a manner focused on reducing downside risk and volatility.  We aim to provide an opportunity for strong protection in down markets and competitive returns in up markets.

WHY WE ARE DIFFERENT

Stack Financial Management (SFM) is privately-owned and independent.  Our client-centric focus and disciplined approach to active risk management define our business.  As a client you are treated as family, and as fiduciaries, we act in your best interest 100% of the time.

Established In

1994

Assets Under Mgmt

$1.5 Billion

Barron's Top 100 Awards

13

Clients States

48

Employees

16

Founded By

James Stack

Stack Financial Management

Learn How SFM Can Help You

Please take a moment and explore our website to learn more about our firm, its origins, our culture, and why we believe that we are different from many of the other Investments Advisor firms.

Located in beautiful northwest Montana, Stack Financial Management is far from Wall Street, but has earned a reputation as one of America’s premier investment advisors. 

We always enjoy the opportunity to meet with our clients and any prospective clients interested in our services.  If your travel plans bring you to Whitefish, Montana, we invite you to stop by to meet our dedicated team and take a tour of our office.  We ask that you please call or e-mail us prior to your arrival to schedule an appointment.

Barron's Financial Advisors Hall of Fame

Stack Financial Management has been named to the Barron’s 2019 Hall of Fame!

According to Barron’s, the Hall of Fame is an award honoring a group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in 10 or more of Barron’s annual Top 100 Advisor rankings. Click here to read the full article.

The park is instituting an online reservation system for the Going-to-the-Sun Road (GTTSR) corridor between the West Glacier and St. Mary entrances from May 28 to September 6, 2021.  Visitors must now purchase a $2 Entry Reservation Ticket (per vehicle) which is valid for 7 days.  The tickets are purchased through recreation.gov

Approximately 75% of all tickets are on sale exactly 60 days prior to your date of entry beginning at 8 AM Mountain Time each day.  The remaining 25% will be held back and released two days in advance.  Be sure to create your account on recreation.gov before purchasing as tickets are selling out almost immediately

This Entry Reservation Ticket will be required in addition to the standard Glacier Park Pass.  Entry Reservation Tickets will NOT be required if you have booked lodging along the GTTSR or if you have a tour ticket for a red bus ride, a guided hike, or boat reservation (bring proof of reservation).  For more information, visit Glacier National Park’s information page.  

A View of Big Mountain

Looking north from our second floor conference room, we have an incredible view of Big Mountain, weather permitting. Click Here to go to our web cam page to view live images of Big Mountain. You can also browse some of our favorite images from the past.

Contact Us

Address

625 Wisconsin Ave
Whitefish, MT 59937

Phone

Office: (406) 862-8000
Toll-free: (800) 790-5001

Business Hours

Mon-Fri 7:30 AM - 5:00 PM MT