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: September 6, 2022 The Dow closed the month of August at 31,510 for a loss of -1,335 points or -4.1%. A rough month for investors. Several retailers have lowered earnings guidance as the consumer is being hurt and trading down as a result of inflation hitting the pocketbook. The winter energy outlook in the U.S. and Europe is worrisome as the supply of natural gas and heating oil is not adequate to meet demand...
Issued: August 4, 2022 The Dow closed the month of July at 32,845 for a gain of 2,070 points or 6.7%. It was close to a reversal of the loss suffered in June which was a terrible month for investments. The Fed raised short term interest rates by ¾% this month resulting in a new prime rate of 5.5% (this is the rate most of you will pay now on your home equity loans). It...