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

SFM Observer - October 2023

Glenn Sweeney |
Issued: November 3, 2023 The Dow closed the month of October at 33,052 for a loss of -455 points or -1.4%. The American consumer is hard to stop. Spending in August was 5.8% higher than a year ago. Headwinds include 4% inflation, the prime rate at 8.5%, pandemic savings are greatly diminished, and student loans are now payable. However, there are some signs of slowing especially for the bottom half of the economic ladder. Personal...

SFM Observer - June 2023

Glenn Sweeney |
Issued: July 7, 2023 The Dow closed the month of June at 34,407 for a gain of 1,499 points or 4.5%. A strong recovery month for the Dow. After much grandstanding and angst, Congress reached an agreement on raising the debt ceiling for another two years. The two sides made some compromises on their respective agendas, and they passed the measure with bipartisan support. A true miracle these days. Catastrophe avoided. Now, the Treasury will...

SFM Observer - May 2023

Glenn Sweeney |
Issued: June 6, 2023 The Dow closed the month of May at 32,908 for a loss of -1,190 points or -3.5%. A poor month for the Dow. However, not all stocks fared the same. May was a month of big divergences in the various stock indices. The Nasdaq composite was up 5.9% for the month and the big S&P 500 was up 0.25%. The mega cap stocks like Microsoft, Apple, Meta and Google continue to...

 

form_crs_revised_03-10-2022.pdf

Form CRS