Stack Financial Management
Finance · Montana, United States · 11-50 Employees
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Overview
Headquarters
625 Wisconsin Ave, Whitefish, Montana, 5...Phone Number
(406) 862-8000Revenue
<$5 MillionIndustry
About Stack Financial Management
Stack Financial Management is a privately-owned investment advisory firm that emphasizes a safety-first approach to portfolio management, focusing on market risk assessment and downside protection. The firm aims to provide clients with peace of mind through active asset management that balances competitive returns in up markets with strong protection in down markets. With a client-centric philosophy, Stack Financial Management treats clients like family and acts as fiduciaries, ensuring their best interests are prioritized. Established in 1994 and managing $2.1 billion in assets, the firm has earned recognition as one of America's premier investment advisors.Explore more
Stack Financial Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
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Stack Financial Management is a privately-owned investment advisory firm that emphasizes a safety-first approach to portfolio management, focusing on market risk assessment and downside protection. The firm aims to provide clients with peace of mind through active asset management that balances competitive returns in up markets with strong protecti... Read More
