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 - 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...

SFM Observer - April 2023

Glenn Sweeney |
Issued: May 4, 2023 The Dow closed the month of April at 34,098 for a gain of 824 points or 2.5%. April was a good month for equities. The mega cap stocks like Microsoft, Apple, Meta and Google continue to outperform the market. After large losses last year, these stocks are outperforming in 2023. The rest of the market is mixed. Some stocks are struggling to show gains this year. The banks continue to make...

SFM 1st Quarter Update 2023

Glenn Sweeney |
Market Synopsis: First Quarter 2023 The first quarter of 2023 saw a bit of a rebound for the investment markets. There was a lot of headline news, some good and some bad, but the markets responded with much less volatility than they did in 2022. Over the last 3 months, we’ve seen the rate of interest rates increasing begin to level off with only a 0.25% Federal Funds overnight lending rate hike. This comes as...

 

form_crs_revised_03-10-2022.pdf

Form CRS