Stack Financial Management

Portfolio Growth & Capital Preservation

The foundation of Stack Financial Management’s investment philosophy is a belief that portfolio construction must be based on a thorough assessment of market risk. With careful attention to the historical forces that move the market, Stack Financial Management utilizes a “safety-first” approach to investment management that is designed to strike a balance between participation and downside protection.

We are thrilled to announce Stack Financial Management has been named to the CNBC Financial Advisor 100 List for 2023! Being named to this elite list is a testament to the talent, drive, and dedication of our entire team. Thank you to our clients for your continued trust and support!
See Important Disclosures.

Feature Interview

Recession Warnings, Overvaluation: The
Stock Market Is in ‘Uncharted Territory’

Stack Financial Management (SFM) was ranked #48 out of 100 on Barron’s 2023 list of the “Top 100 Independent Advisors” in the United States and #1 in the state of Montana on Barron’s 2024 “Top 1200 Financial Advisors by State.” Jim Stack was selected from this prestigious list of 1200 advisors for a feature interview with Greg Bartalos. While working remotely with clients is a new obstacle for many firms after the pandemic, SFM has been successfully serving clients across the US since its inception in 1994. Jim dives into how SFM attracts and retains its clients as well as reveals the risks he sees in this market. Read the feature interview here.

See Important Ranking Disclosures.

March 2024

Read the full Feature Interview

WHO WE ARE

WHAT WE DO

WHY WE ARE DIFFERENT

We are a team of seasoned investment professionals dedicated to providing our unique brand of “safety-first” investment management with an unmatched and personal service experience. We are committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do.

Our ultimate goal is to give our clients increased peace of mind knowing that their assets are being actively managed in a manner focused on reducing downside risk and volatility. We aim to provide an opportunity for strong protection in down markets and competitive returns in up markets.

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.

WHO WE ARE

WHAT WE DO

WHY WE ARE DIFFERENT

Learn How SFM Can Help You

Please take a moment and explore our website to learn more about our firm, its origins, our culture, and why we believe that we are different from many of the other Investments Advisor firms.

Located in beautiful northwest Montana, Stack Financial Management is far from Wall Street, but has earned a reputation as one of America’s premier investment advisors.

We always enjoy the opportunity to meet with our clients and any prospective clients interested in our services. If your travel plans bring you to Whitefish, Montana, we invite you to stop by to meet our dedicated team and take a tour of our office. We ask that you please call or e-mail us prior to your arrival to schedule an appointment.

Read the Barron’s Financial Advisors Hall of Fame

Barron's Financial Advisors Hall of Fame

In 2019, Stack Financial Management was inducted into Barron’s Hall of Fame after reaching their ten year milestone! See Important Disclosures.

Barron’s Hall of Fame honors a select group of advisors who exemplify long-term success and commitment to their clients. Each member of the Hall of Fame has appeared in ten or more of Barron’s annual Top 100 Advisor rankings. Click here to read the full article.

A View of Big Mountain

Looking north from our second floor conference room, we have an incredible view of Big Mountain, weather permitting. Click Here to go to our web cam page to view live images of Big Mountain. You can also browse some of our favorite images from the past.