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

Glenn Sweeney |
The Dow closed the month of January at 29,982 for a loss of -624 points or -2.0%. The market started the year off on a weak note and has largely traded sideways for the first month of the new year. Beneath the averages, there are a number of winners and losers and some market rotation is occurring. Many of you have probably heard the news on the stock GameStop. This is a failing retailer of...
Glenn Sweeney |
Market Synopsis: Fourth Quarter 2020 Staying the course during the global pandemic of 2020 may have been one of the most difficult market decisions we as investors have had to make in our lifetimes. There was no question that initial unemployment would increase dramatically and the economy would fall precipitously, while entire industries like airlines, hotels, restaurants and retail stores would operate at a small fraction of capacity, leading to the inevitable pile-up of bankruptcies...
Glenn Sweeney |
Issued: January 8, 2021 The Dow closed the month of December at 30,606 for a gain of 968 points or 3.3%. For the year 2020, the Dow returned 9.7% lagging the much larger S&P 500 index which returned 18.4%. The S&P benefitted from a big allocation to the major technology companies that we now use on a daily basis. This year was a strange year in the investment world with a historic fall in the...