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
Market Synopsis: Second Quarter 2021 Enthusiasm for US stocks continued into the second quarter with the S&P 500 gaining 8.5% overall. Growth companies reasserted their preference over value with the iShares S&P 500 Growth ETF (IVW) up 11.7%, compared to the iShares S&P 500 Value ETF (IVE) which gained 4.5% during the second quarter. Small company US stocks also rose in the quarter by 4.3%, but trailed the large company stocks. Late in the quarter...
Issued: July 8, 2021 The Dow closed the month of June at 34,502 for a loss of 27 points or basically a flat month. The economy is expanding at a rapid rate and staffing all of the new business is a challenge in many industries. Oil prices are on the rise and CPI inflation in May came in at 5%, a number we have not seen in over a decade. Interest rates have been volatile...