Welcome
Thank you for requesting more information from Stack Financial Management. When considering professional asset management services, you are facing an important decision and we recognize your challenge in finding the best solution. We take the job of safeguarding and maximizing your portfolio very seriously. With your portfolio securely managed by SFM, you will gain peace of mind knowing that you have chosen an asset management firm with the dedication and ability to direct your investments wisely.
If you have additional questions, please don’t hesitate to contact us at (406) 862-8000 or email sfm@stackfinancialmanagement.com.
We look forward to working with you and helping you achieve your investment goals.
Get to Know Stack Financial Management
We invite you to explore the links below, which give a complete overview of our investment philosophy and the services available to you as a client of Stack Financial Management.
Getting Started
Once you have decided that you would like to become an SFM client, the next step is to complete a Confidential Investment Management Application. Upon receiving the application, we will prepare the necessary documents to open an account for you at our recommended independent broker and, if necessary, to transfer assets from other firms.
Please note that our minimum opening balance is $750,000 in a single account or $1,000,000 in two accounts (provided neither account is less than $250,000). Existing clients may open additional accounts with a minimum of $250,000 each. Portfolios may be funded with cash and/or securities. For more information, please call our office at (406) 862-8000.
- Review our Client Relationship Summary, ADV Part 2A, ADV Part 2B, & Privacy Policy prior to completing an application.
- Complete an Application and mail it to our office.
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!
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.
