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 - December 2023

Glenn Sweeney |
Issued: January 3, 2024 The Dow closed the month of December at 37,689 for a large monthly gain of 1,739 points or 4.8% and a 2023 total return of 16%. The S&P 500 did even better up 26% for the year. We can all thank big tech for the large return this year. The news on interest rates and inflation continues to come in positive providing fuel for the current rally. The job market while...

SFM Observer - November 2023

Glenn Sweeney |
Issued: December 5, 2023 The Dow closed the month of November at 35,950 for a huge monthly gain of 2,898 points or 8.8%. October told us the American consumer is slowing down spending so why is the market up so much? Because the market believes inflation is now under control and the Federal Reserve will stop raising interest rates. When the Fed stops raising interest rates, the next move is usually down. This has investors...

SFM Observer - October 2023

Glenn Sweeney |
Issued: November 3, 2023 The Dow closed the month of October at 33,052 for a loss of -455 points or -1.4%. The American consumer is hard to stop. Spending in August was 5.8% higher than a year ago. Headwinds include 4% inflation, the prime rate at 8.5%, pandemic savings are greatly diminished, and student loans are now payable. However, there are some signs of slowing especially for the bottom half of the economic ladder. Personal...

 

Form CRS REVISED 03-07-2024_0.pdf

Form CRS