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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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Account Options

Since the needs of our clients vary according to their personal circumstances, we offer two portfolio
configuration options:

Capital Appreciation Portfolios:

Designed for investors whose primary objective is conservative growth. Income is not a primary consideration. These portfolios are particularly well suited for value-oriented investors seeking to maximize their retirement or long-term savings, and who have over 10 years until retirement or anticipated capital withdrawals. This strategy selects companies with strong internal growth characteristics and a history of success. These firms are typically market leaders in their core business. While valuation is important, the emphasis is on growth at a reasonable price. Investments in this objective tend to have a smaller market capitalization and higher beta than those purchased for the Value & Dividend alternative.

Value & Dividend Portfolios:

Designed for those who want a consistent and relatively high level of dividend income, as well as capital appreciation potential. This option is most suitable for conservative clients, who want more stable returns and a lower level of price volatility, or retired investors seeking current income from their portfolio. This strategy identifies quality companies that are undervalued, but offer solid earnings and attractive dividend yields. Stocks purchased for this portfolio objective typically have a higher than average dividend yield and/or exhibit strong historical dividend growth. Investments in this objective tend to have a larger market capitalization than those purchased for Capital Appreciation portfolios.

Investments in both Capital Appreciation Portfolios and Value & Dividend Portfolios may include:

  • Predominantly large-cap and mid-cap stocks, with some small-cap stocks.
  • Exchange traded funds (ETF’s), sector funds, or mutual funds.
  • International stocks (ADR’s) or funds, including emerging markets.
  • Defensive positions in bear market exchange traded funds (ETF’s) or bear market mutual funds if conditions warrant.
  • Limited positions in bonds or bond funds under special circumstances.
  • Money market funds, certificates of deposit, or T-bills.

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.