Our Mission

The mission of Stack Financial Management (SFM) is to provide “safety-first” investment management for the equity portion of a client’s portfolio while providing an unmatched and personal service experience.  Our ultimate goal is to give our clients  increased peace of mind knowing that their assets are managed in a value conscious manner focused on risk management.

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 everything we do.  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 26 years.

The History of SFM

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  • InvesTech Research founded

    In 1979, Jim Stack founded InvesTech Research to bring independent and sophisticated analysis of the stock market to the average investor.  Today –over 40 years later– InvesTech continues to distribute its research to over 7,000 subscribers in all 50 states and 47 foreign countries, and has earned widespread media recognition for its risk management strategy, as well as its in-depth analysis of the equity markets and Federal Reserve.

  • SFM founded

    Stack Financial Management (SFM) was incorporated in 1994 as an independent firm in response to a growing demand for portfolio management services that align with the InvesTech Research investment philosophy and approach to risk management.

  • Establishing the Firm

    Stack Financial Management begins to establish a safety-first reputation by assisting clients with managing their portfolios through the popping of the Tech Bubble.  The client base starts to expand to a broader, national clientele and reaches 42 client households under management.

  • $100 Million AUM

    SFM grows to 7 employees serving 170 client households with $100 Million in assets under management.

  • $500 Million AUM

    SFM is serving 500 client households with $500 Million in assets under management.  The firm has 9 employees, and with an eye towards the future, continues to build out its talented team.

  • $1 Billion AUM

    SFM maintains its strategic growth, as assets under management reach $1 Billion.  The firm continues to add breadth of talent to our credentialed and dedicated team of 11 professionals.

  • SFM Moves Into Its Home of the Future

    In 2018, SFM moves into its newly constructed office in Whitefish, Montana, giving us the footprint to expand breadth of services and grow with our clients.  From this legacy home SFM will remain a privately owned, independent investment management firm and proudly serve our clients for decades to come.

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.

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