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Important consumer information

WELCOME to the SFM, LLC Web Site.

SFM, which began in 1998, is an investment management firm serving the needs of entrepreneurs and individuals. We provide premium service, fee-only (no commission product sales), unbiased investment management and financial analysis.

SFM understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will take the same level of care and concern for your financial affairs as we do for our own families' assets.

SFM helps our clients analyze their assets, retirement savings, and business holdings and optimizes the overall structure with an eye towards achieving their goals in life.

SFM searches the globe for the best investment opportunities for our clients. We are truly independent.

SFM understands risk. Our number one rule is "Don't take on any risk that you are not being paid for." We place a great emphasis on designing portfolios that protect principal.

SFM practices what we preach. The principal of SFM invests in the same investments he recommends to clients.

SFM is currently accepting new clients. Please send us an email for additional information.

    

 
575 Front Street
Manchester, NH   03102
Phone 603-625-8400    Fax 603-625-8484
 

SFM, LLC ("SFM") is a registered investment advisory firm with the Securities and Exchange Commission (SEC). SFM and its representatives are in compliance with current registration and/or filing notice requirements. SFM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. SFM's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, SFM's web site on the Internet should not be construed by any consumer and/or perspective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. For information pertaining to the registration status of SFM, please contact the Securities and Exchange Commission or FINRA. A copy of SFM's Part II of Form ADV is available upon written request. SFM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to SFM's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.