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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).

Meet The Team

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SFM Observer

Glenn Sweeney |
Categories
Sweeney Financial Management A concise review of the month in investment markets. Issued: May 8 th , 2019 The Dow closed the month of May at 24,815 for a monthly return of -1,777 points or -6.7%. The market has been falling as trade negotiations with China continue to deteriorate and President Trump is promising more tariffs on more goods. The markets are still positive for the year, but the month of May made a significant...
Glenn Sweeney |
Categories
Sweeney Financial Management A concise review of the month in investment markets. Issued: May 8 th , 2019 The Dow closed the month of April at 26,592 for a monthly return of 663 points or 2.6%. The market continues to exhibit strength in 2019 with brief sell offs being followed by persistent rallies. GDP in the first quarter registered a strong 3.2% despite the trade tariffs and the partial government shut down. The American consumer...
Chris June |
You may have heard about the recent flood of stock initial public offerings (IPOs), which is the first time that the average investor can invest in a company. For example, 2019 has already seen the IPO of the ride hailing company Lyft, the online scrapbook company Pinterest, and the plant-based alternative meat company Beyond Meat. There are an additional 15 companies set to go public in just the next 8 days. There is also the...