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ClaimPortfolio Growth & Capital Preservation
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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Whitefish, MT
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Year founded
Founded 1994
1 Locations
- Whitefish , MT
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