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

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Investors & The Markets: What to Watch Out for in an Election Year

Glenn Sweeney |
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before. 1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an...

SFM Observer - May 2024

Glenn Sweeney |
Issued: June 5, 2024 The Dow closed the month of May at 38,686 for a monthly gain of 870 points or 2.3%. The Fed and future interest rate policy has everyone on Wall Street guessing what will happen this year, if anything. In Europe, there is more clarity on interest rate policy and there is likely to be a rate cut by the ECB (European Central Bank) soon. Inflation is coming down faster in Europe...

SFM Observer - December 2023

Glenn Sweeney |
Issued: January 3, 2024 The Dow closed the month of December at 37,689 for a large monthly gain of 1,739 points or 4.8% and a 2023 total return of 16%. The S&P 500 did even better up 26% for the year. We can all thank big tech for the large return this year. The news on interest rates and inflation continues to come in positive providing fuel for the current rally. The job market while...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS