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 - August 2024

Glenn Sweeney |
Issued: September 5, 2024 The Dow closed the month of July at 41,563 for a monthly gain of 720 points or 1.8%. The month started with a big drop and then steadily recovered over the last three weeks of the month. The statistics from the job market took a turn for the worse in July and investors reacted. The unemployment rate rose to 4.3% which is not historically high but high compared to the last...
Image of an American flag, with a person looking out of them similar to window blinds.

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...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS