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 3, 2020 The Dow closed the month of October at 26,501 for a drop of -1,281 points or -4.6%. This significant drop in the market followed a -2% drop in September. As expected, volatility and downward pressure are preceding the big uncertainty of the election and what it means for policy, the virus, stimulus and taxes. Regardless of the outcome, the markets prefer removing the uncertainty and knowing the balance of power and...
Glenn Sweeney |
The phrase “may you live in interesting times” is believed to be an ancient Chinese curse that was placed upon an enemy. Behind the logic is that people prefer to live in times of peace and tranquility rather than times of war and mass suffering, “Interesting Times”. The year 2020 will most certainly rank highly in the category of living in interesting times. Stock markets in the US started the year on a strong footing...
Outside of grocery stores, retail stores have been hard hit by the pandemic as most have seen drastically reduced traffic to their stores and a decline in overall sales. For many of these stores, the saving grace has been their E-commerce operations. As you can see from the chart below, e-Commerce has been steadily growing as a percentage of overall spending from 5% in 2009 to 16% in 2019. However, the pandemic has sped up...