Our Mission

Clients of SFM hire a firm, not an individual.  Our team of caring professionals is committed to achieving the highest standard of honesty, integrity, trust, and excellence in providing a concierge money management experience to every client.  Our “safety-first” investment philosophy and focus on active risk management strives to help clients gain increased peace of mind in today’s volatile markets while achieving their long-term investment goals. 

We believe in managing our firm’s growth carefully in order to continue providing the high level of personalized service and investment management our clients have come to know and expect over the past 30 years.

The History of SFM

Investment Philosophy

The foundation of our investment philosophy is risk management – the idea that there is a time to allocate more assets to the stock market, and a time to reduce portfolio exposure when equity market risk is high.  Our primary objective is to achieve returns that meet or exceed long-term averages while reducing downside risk and volatility.

Our respect for risk in the pursuit of long-term profits has led to the evolution of the investment methodology which we employ in constructing portfolios and selecting securities.  At SFM, our active approach to portfolio management is predicated on following the weight of the evidence and allowing an objective assessment of the data to dictate our risk management strategy.  Our investment philosophy relies on a blending of technical, macroeconomic, and fundamental analysis, and is rooted in a deep historical knowledge of prior market cycles.  Through careful asset allocation and security selection, we aim to provide superior risk-adjusted returns over a full market cycle.