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).

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SFM Observer

Glenn Sweeney |
Market Synopsis: First Quarter 2020 “Unprecedented” is one of the most common adjectives used to describe what transpired in the first quarter of 2020. The COVID-19 pandemic has brought global economic activity to a grinding halt. Market pundits have made parallels to the “Great Recession” of 2008, and also to the depression era of the 1930s. Stocks have responded to the extreme uncertainty accordingly, and bonds while lending portfolio support, were also under pressure. All...
Glenn Sweeney |
Issued: April 8, 2020 The Dow closed the month of March at 21,917 for another large monthly loss of -3,492 points or -13.7%. The drop was constant through the first three weeks of the month reaching an initial bottom on March 23. Market fear reached an all-time high with the CBOE Volatility Index reaching 85 (typical level has been 16 over the past year). Government shutdowns and shelter at home orders put the economy at...
Christopher June |
We are living through one of the most dramatic time periods in history. The coronavirus and social distancing policies have had major impacts on business and life in general. As I’m sure you are all aware, over the past few weeks we have experienced a collapse in global stock markets and a severe disruption to much of the bond market. This is due not only to the coronavirus pandemic but also to the historic oil...