Stack Financial Management

About Us

Stack Financial Management, Inc. is a registered independent investment advisory firm, managing $2.1 billion in assets for more than 820 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.