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 a balance between participation and downside protection.
We are thrilled to announce Stack Financial Management has been named to the CNBC Financial Advisor 100 List for 2023! Being named to this elite list is a testament to the talent, drive, and dedication of our entire team. Thank you to our clients for your continued trust and support!
See Important Disclosures.
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.
2023 Investment Strategy Update
The Eye of the Storm Part II
In this webcast the SFM Portfolio Management Team revisits their key economic themes for 2023 and provides an inside view of our active management. Additionally, they discuss some exciting long-term investment opportunities and underappreciated risks going forward.
Established In
1994
Assets Under Mgmt
$1.8 Billion
Barron's Top 100 Awards
16
Clients States
47
Employees
16
Founded By
James Stack
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 is a member of the Barron’s Hall of Fame after reaching their ten year milestone in 2019! See Important Disclosures.
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.
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