Stack Financial Management, Inc. is a registered independent investment advisory firm, managing approximately $1.8 billion in assets for more than 850 clients in 48 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
View Top Employees from Stack Financial ManagementWebsite | https://www.stackfinancialmanagement.com |
Revenue | $7 million |
Employees | 16 (16 on RocketReach) |
Founded | 1994 |
Address | 625 Wisconsin Ave., Whitefish, Montana 59937, US |
Phone | (406) 862-8000 |
Fax | (800) 798-6889 |
Technologies |
JavaScript,
HTML,
PHP
+14 more
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Industry | Investment Management, Finance General, Investment Advisory, Finance, "Safety-first" Investing, Portfolio Management |
Web Rank | 10 Million |
Keywords | James Stack Investech, Investech Research, Stack Financial Management, Stack Finance, Stack Financial Management Adv |
Competitors | Commons Capital, InvesTech Research, Praesidium Investment Management Company, LLC, Shepherd Kaplan LLC, ValueAct Capital |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Stack Financial Management employee's phone or email?
The Stack Financial Management annual revenue was $7 million in 2024.
James Stack is the President of Stack Financial Management.
16 people are employed at Stack Financial Management.
Stack Financial Management is based in Whitefish, Montana.
The NAICS codes for Stack Financial Management are [52, 52393, 523, 5239].
The SIC codes for Stack Financial Management are [628, 62].