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Stack Financial Management
625 Wisconsin Avenue
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
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We welcome clients who are traveling to or through Montana this summer to stop by for a tour of our new offices and to visit with our dedicated Team.

Personal Q&A with Jim Stack

James Stack, CEO of Stack Financial Management (SFM), was recently featured in an interview with Barron's. The Q&A session focuses on the history of our firm, outlook on the market, and how SFM portfolios are currently positioned. Our team is proud to serve the clients of SFM, and we are excited to share a little bit of our story. Click the Barron's image at right to read the full article.

Traveling to Whitefish, Montana or Glacier National Park?
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If your travel plans include a trip to northwest Montana and Glacier National Park this summer, we cordially invite you to stop by our office in Whitefish, Montana. Schedule a tour of our new office and meet our team by calling 1-800-790-5001 (Monday through Friday, 8:30am to 5pm Mountain Time). We are also delighted to offer our Best of Whitefish brochure, which includes the staff's favorite restaurants and activities in the area.

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.

One of the most respected money management firms in the United States

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

In September 2018, Stack Financial Management was named to Barron's list of the "Top 100 Independent Wealth Advisors" in the United States. This marks the 11th recognition for James Stack and his team by the financial publication, which began vetting the top firms in the country 12 years ago. James Stack, president and founder, was also one of five advisors profiled in the August 29, 2016 issue of Barron's.

2018 also marks the first time Forbes named SFM among "America's Top Wealth Advisors" in the United States.

Please Click Here for Important Rankings Disclosure Information

Special Video Presentation for SFM Clients
Join James Stack and the Stack Financial Management Portfolio Management Team as they share the most valuable lessons from the past 100 years of Wall Street history -- starting with the 1929 Crash, and including the Go-Go Fund mania of the 1960s, the Nifty-Fifty era of the 1970s, the 1987 Crash, 1990s Tech Bubble and, most recently, the 2008 Financial Crisis and Housing Bubble. This 50-minute video exposes the historical mistakes that have devastated investor portfolios in the past. And more importantly, it reveals how we are using this vital knowledge and research to help protect client portfolios in today’s aging bull market.
To watch this video, click on the image below and select the icon in the right corner to view full screen:

For a complete overview of Stack Financial Management, our investment philosophy, and the services available to you as a SFM client, we invite you to explore the links below...

  • SFM utilizes the same philosophy and technical indicators developed by InvesTech Research over the past 40 years. Review our Investment Philosophy for more information about how assets are managed at Stack Financial Management.
  • SFM's dedicated team of professionals has over 90 years combined portfolio management experience. Meet the SFM Portfolio Management Team and learn more about their background and credentials.
  • SFM offers professional asset management services, using a time-proven strategy that reduces portfolio exposure when market risk is high.
  • SFM manages 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.
  • SFM offers 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 Wealth Protection Kit, including our Special Report, 3 Secrets to Protecting Your Portfolio in Any Market.

Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.