STACK FINANCIAL MANAGEMENT

Stack Financial Management (SFM) was incorporated in 1994 as an independent investment management firm in response to growing demand for a safety-first investment philosophy and risk management approach to personal portfolio management... Stack Financial Management (SFM) is privately-owned and independent. Our client-centric focus and disciplined approach to active risk management define our business. As a client you are treated as family, and as fiduciaries, we act in your best interest 100% of the time... 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.

Also known as: Stack Financial Management, Inc.

Primary location: Whitefish United States