Founding Partner & Wealth Advisor
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
Partner, Wealth Advisor, & Chief Investment Officer
Wealth Advisor
Wealth Advisor
Office Manager
SFM Insights
Outside of grocery stores, retail stores have been hard hit by the pandemic as most have seen drastically reduced traffic to their stores and a decline in overall sales. For many of these stores, the saving grace has been their E-commerce operations. As you can see from the chart below, e-Commerce has been steadily growing as a percentage of overall spending from 5% in 2009 to 16% in 2019. However, the pandemic has sped up...
Issued: October 2, 2020 The Dow closed the month of September at 27,782 for a drop of -649 points or -2.3%. This moderate drop in the market followed the best August performance in over 30 years. Turning to politics, the election is right around the corner and we think the markets are going to start focusing on what policy changes are coming down the pike. The latest round of stimulus is held up along party...
Issued: September 11, 2020 The Dow closed the month of August at 28,430 for a monster move up of 2,002 points or 7.6%. This was the best August in over 30 years for the stock market. The economy is struggling with reopening while attempting to control the outbreak of the virus. The trajectory is choppy at best. The election is coming into view and we think the markets are going to start focusing on what...