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 |
Issued: September 11, 2020 The Dow closed the month of August at 28,430 for a monster move up of 2,002 points or 7.6%. This was the best August in over 30 years for the stock market. The economy is struggling with reopening while attempting to control the outbreak of the virus. The trajectory is choppy at best. The election is coming into view and we think the markets are going to start focusing on what...
Christopher June |
As most of you know, the large U.S. technology companies (including large SFM client holdings: Microsoft, Amazon, Google, Apple, Facebook, etc.) have continually become more important to our lives and the global economy over the last 10 years. The global pandemic has only accelerated this trend. What many people underestimate is the huge amount of growth in sales, cash flow, and ultimately profit that has been earned by these companies over the years. The chart...
Glenn Sweeney |
Issued: August 6, 2020 The Dow closed the month of July at 26,428 for a move up of 616 points or 2.4%. Surprisingly, the second quarter turned out to be one of the best quarters for the stock market in the last 20 years. It is important to remember that the end of March was a dire time and the stock market was severely depressed and at a very low level. Year to date the...