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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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About Stack Financial Management

In 1979, Jim Stack founded InvesTech Research to bring sophisticated analysis of the stock market to the average investor through a monthly newsletter. (Click here to learn more about InvesTech Research). Stack Financial Management (SFM) was incorporated in 1994 in response to demand from InvesTech subscribers for personal portfolio management. SFM is separate and independent of InvesTech Research, yet employs the same safety-first philosophy and technical approach first used by InvesTech Research almost three decades ago.

Stack Financial Management serves clients all over the U.S. and offers:

  • Professional Portfolio and Wealth Management, using a time-proven strategy that reduces portfolio exposure when market risk is high. Review our Mission Statement and Investment Philosophy for more information about how SFM manages assets in a safety-first manner.
  • Account Options to suit your personal investment profile. Whether you desire dividend income or are more interested in capital growth, Stack Financial Management offers an account objective to meet your needs. Learn more.
  • Portfolio Management for individual clients, corporations, trusts and retirement plans.
  • Dedicated Team of professionals with over 90 years combined portfolio management experience. Meet the SFM Portfolio Management Team and learn more about their background and credentials.

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.