Stack Financial Management, Inc. is a registered independent investment advisory firm, managing $1.9 billion in assets for more than 850 clients in 47 states. Our specialty is equity investing, using the same “safety-first” philosophy and technical approach established by InvesTech Research, a market research firm founded by James Stack over four decades ago.
Stack Financial Management was founded in 1994 in response to growing demand for a risk management approach to personal portfolio management. We aspire to maximize long-term returns in a manner that reduces volatility and emphasizes preservation of capital.
Ultimately, our goal is to give clients increased peace of mind knowing their assets are being managed in a value conscious fashion with a focus on risk management, so they can spend time doing the things they enjoy most rather than worrying about the market. Our caring team of professionals is committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do. For more information about our services, we encourage you to visit our website.
*All comments and endorsements have been disabled on this page. Please direct all correspondence to sfm@StackFinancialManagement.com
Company Details
- Employees
- 13
- Founded
- -
- Address
- 625 Wisconsin Ave., Whitefish,montana 59937,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- stackfinancialmanagement.com
- HQ
- Whitefish, Montana
Stack Financial Management Questions
Stack Financial Management's website is stackfinancialmanagement.com
Stack Financial Management's LinkedIn profile is https://www.linkedin.com/company/stack-financial-management
Stack Financial Management has
13 employees.
View email and phone details for 13
employees at Stack Financial Management.
Stack Financial Management's industry is
Investment Management
Stack Financial Management's top competitors are
Whitefish Area Chamber Of Commerce,
Mayflower Advisors,
Rare Wolf Capital Llc,
Two Bear Capital,
Obermeyer Wealth Partners,
Stack Financial,
Allied Investment Advisors,
Glacierwealth, Inc.,
Investech Research,
Mountain Hr Consulting.
Stack Financial Management's categories are Investment Management
Stack Financial Management's founding year is 1994
