About
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.
