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
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...
Issued: September 14, 2021 The Dow closed the month of August at 35,361 for a gain of 426 points or 1.2%. Violent storms, flooding rains and fires continue to plague the country this summer and some local communities are dealing with multiple strikes back to back. We hope everyone and their extended family are safe and out of harm’s way. The investment markets have held steady this summer and we are now entering a historically...