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 Insights

Glenn Sweeney |
Issued: June 8, 2020 The Dow closed the month of May at 25,383 for a move up of 1,038 points or 4.3%. Oil had a big recovery month as the price of a barrel of oil rose from $19/bbl. to $35/bbl. An increase of more than 80% and a price lift that many firms desperately needed to stay alive. The big news during May, was the millions of people collecting unemployment and the ravages of...
Glenn Sweeney |
Issued: May 6, 2020 The Dow closed the month of April at 24,345 for a monster bounce of 2,428 points or 11%. The market actually put in a selling cascade low on March 23 and then started to recover the last week of March. April was a full follow through with a well-defined uptrend. The economic and GDP numbers will definitely be terrible for April as most of the country was under a government-mandated shutdown...
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...