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

Christopher June |
As most of you know, the large U.S. technology companies (including large SFM client holdings: Microsoft, Amazon, Google, Apple, Facebook, etc.) have continually become more important to our lives and the global economy over the last 10 years. The global pandemic has only accelerated this trend. What many people underestimate is the huge amount of growth in sales, cash flow, and ultimately profit that has been earned by these companies over the years. The chart...
Glenn Sweeney |
Issued: August 6, 2020 The Dow closed the month of July at 26,428 for a move up of 616 points or 2.4%. Surprisingly, the second quarter turned out to be one of the best quarters for the stock market in the last 20 years. It is important to remember that the end of March was a dire time and the stock market was severely depressed and at a very low level. Year to date the...
Glenn Sweeney |
Market Synopsis: Second Quarter 2020 Equity markets raced higher during the second quarter as the anticipated reopening of the US economy allowed investors to disregard the doomsday scenario prevalent during the first quarter. Stock returns in the US had the highest quarterly increase in over twenty years. It is important to remember that markets are discounting expectations for the future, not what is happening in the short-term within the economy or corporate earnings. In another...