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- June 2025

Glenn Sweeney |
SFM OBSERVER June 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: July 3, 2025 The Dow closed the month of June at 44,094 for a monthly gain of 1,824 points or 4.3%. The market continues to rally off the lows put in after Liberation Day. Investors are looking past the tariffs and are now comfortable with a Fed on hold. Inflation data has been calm and job data is still...

The New Face of Fraud: How AI Is Changing the Scam Game

Glenn Sweeney |
Categories
Technology
Technology has changed nearly everything about the way we live, work, and connect including how scammers operate. Once upon a time, scams came in the form of clunky emails riddled with typos or too-good-to-be-true lottery wins. These days? The tactics are smoother, the impersonations more believable, and the emotional pressure far more calculated. Why the shift? Two letters: AI. Artificial intelligence has supercharged scammers' abilities. Now they can use AI to copy voices with just...

SFM Observer- May 2025

Glenn Sweeney |
SFM OBSERVER May 2025 Recap A CONCISE REVIEW OF THE MONTH IN THE INVESTMENT MARKETS Issued: June 4, 2025 The Dow closed the month of May at 42,270 for a monthly gain of 1,601 points or 3.9%. The Trump Tariffs took center stage with the market rallying on news that the China/U.S. tariffs were greatly reduced for the next 90 days. The U.S, agreed to lower the tariff rate from 145% to 30% and China...

 

Form CRS REVISED 08-09-2024.pdf

Form CRS