Entities

Stack Financial Management

Stack Financial Management

Acronym
SFM
Location
Founding Date
1994

Stack Financial Management is an investment management firm that has been providing high-level personalized services and investment management services for the past 26 years. Dedicated to risk management, SFM aspires to achieve consistent, long-term returns while reducing volatility and downside risk. Their investment philosophy relies on a combination of technical, macroeconomic, and fundamental analysis, rooted in deep historical knowledge of prior market cycles. Through thorough asset allocation and security selection, Stack Financial Management aims to provide superior risk-adjusted returns over a full market cycle.