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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 |
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Sweeney Financial Management A concise review of the month in investment markets. The Dow closed the month of December at 23,327 for a loss of -2,211 points or -8.7%. The market was unusually volatile for the month with several daily swings of 800 points or more intraday. It was the worst month for the Dow in many years and the typical “Santa Claus Rally’ was nowhere to be found. Signs of a slowdown in China...
Glenn Sweeney |
Categories
Sweeney Financial Management A concise review of the month in investment markets. The Dow closed the month of November at 25,538 for a gain of 423 points or 1.7%. Volatility has returned and the trading in November was marked by strong rallies followed by strong sell-offs. During the past two months, the Dow has been trading in a choppy sideways fashion within a 1500 point envelope (24,500 – 26,000). This may continue for a period...
Glenn Sweeney |
Categories
Sweeney Financial Management A concise review of the month in investment markets. The Dow closed the month of October at 25,115 for a loss of -1,343 points or -5.1%. The market was actually down more during the month but rallied during the last two trading sessions. Bond yields also rose during the month with the ten-year treasury closing at a yield of 3.15%. This increase in yield (which is good for income investors in the...