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

Glenn Sweeney |
Issued: January 8, 2021 The Dow closed the month of December at 30,606 for a gain of 968 points or 3.3%. For the year 2020, the Dow returned 9.7% lagging the much larger S&P 500 index which returned 18.4%. The S&P benefitted from a big allocation to the major technology companies that we now use on a daily basis. This year was a strange year in the investment world with a historic fall in the...
Glenn Sweeney |
Issued: December 3, 2020 The Dow closed the month of November at 29,638 for a dramatic increase of 3,137 points or 11.8%. This historic rally in the market follows a choppy period just prior to the presidential election. In addition to the big rally, this month the Dow hit a new milestone, reaching 30,000 late in November. With news of multiple vaccines showing strong efficacy, the stock market is looking to the end of the...
Glenn Sweeney |
Issued: November 3, 2020 The Dow closed the month of October at 26,501 for a drop of -1,281 points or -4.6%. This significant drop in the market followed a -2% drop in September. As expected, volatility and downward pressure are preceding the big uncertainty of the election and what it means for policy, the virus, stimulus and taxes. Regardless of the outcome, the markets prefer removing the uncertainty and knowing the balance of power and...