Stack Financial Management

Stack Financial Management, Inc. is a registered independent investment advisory firm, managing over $1.7 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 incorporated in 1994 in response to demand from InvesTech Research subscribers for personal portfolio management. Consistent with our dedication to risk-management, we aspire to achieve consistent long-term returns, while reducing volatility and downside risk. Ultimately, our goal is to provide clients increased peace of mind knowing their assets are managed in a risk-averse manner using time-tested proprietary technical indicators. 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, endorsements, and interactions have been disabled on this page. Please direct all correspondence to [email protected]