Welcome to SFM

SFM is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm 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 exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.

Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.

SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).

Meet The Team

 

SFM Insights

Glenn Sweeney |
Issued: November 9, 2021 The Dow closed the month of October at 35,819 for a gain of 1,976 points or 5.8%. This gain erases the 1,500 point drop in September and creates a positive return for the two month period. On the inflation front, oil is up over 10% a barrel in one month impacting the cost of delivery, travel, energy and heating just before the busy holiday season. With all of the challenges facing...
Glenn Sweeney |
Market Synopsis: Third Quarter 2021 The summer of 2021 turned out to be a bumpier ride than the previous few quarters. Large company US stocks (represented by the S&P 500 index) notched a gain of +0.6% in the third quarter, while small company US stocks declined by -4.4%. In the US, growth companies continued to outperform value companies with the iShares S&P 500 Growth ETF (IVW) up +1.8%, while the iShares S&P 500 Value ETF...
Glenn Sweeney |
Issued: October 5, 2021 The Dow closed the month of September at 33,843 for a loss of 1,518 points or -4.3%. The volatility that we predicted last month during September and October is here and is moving the averages on a daily basis in an amplified way. Do not fret over the daily news coverage of market drops. Thus far, it has been typical market activity. Congress is not helping the situation by sparring over...