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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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Upcoming Events

Keep in touch with the latest news at InvesTech Research, including media appearances, upcoming seminars and other events.

The Moneyshow is coming to Philadelphia for the first time ever this year! Zach Jonson, Senior Portfolio Manager for Stack Financial Management has been invited to present a special workshop. Make arrangements NOW to attend The MoneyShow Philadelphia on September 26-28, 2019.

How to Manage Your Portfolio Through the Cycle and
Find the Next “Once-in-a-Decade” Buying Opportunity

with Zach Jonson
Sunday, September 27 - 1:30pm-2:15pm

To register for The MoneyShow Philadelphia, call MoneyShow directly at 800-970-4355 (please be sure to mention Stack Financial Management) or visit their website at

The Stack Financial Management Portfolio Team will also present the following two educational workshops at The MoneyShow Dallas –to be held October 13-14 at Hyatt Regency Dallas.


3 Secrets to "Bullet-Proof" Your Portfolio for 2020
with Annell Danczyk, Joe Laszewski, Zach Jonson
Sunday, October 13 - 1:30pm-2:15pm

Join in this gathering of the Portfolio Team of Stack Financial Management as they reveal their secrets for constructing an all-weather portfolio that is built to grow assets and preserve wealth through extreme market volatility. Learn the best sectors and industries to invest in now, and specific stock ideas that are a “must own” for any investor seeking safety-first profits.

Are We Headed for the Next
“Once-in-a-Decade” Buying Opportunity?

with Annell Danczyk, Joe Laszewski, Zach Jonson
Monday, October 14 - 8:00am-8:45am

In this lively workshop, the SFM Portfolio Team will update the “red flags” signaling bear market and recession risks. More importantly, this seasoned team will reveal the time-tested tools and tactics that can confirm whether a bear market is in place, and how to identify that once-in-a-decade buying opportunity at the bottom.

To register for The MoneyShow Dallas, call MoneyShow directly at 1-800-970-4355 (please be sure to mention priority code 048416) or visit their website at

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.