Stack Financial Management, Inc., based in Whitefish, Montana, is a privately-owned and independent investment advisory firm founded in 1994 by James Stack. With assets under management totaling $1.8 billion, the firm is renowned for its safety-first investment philosophy that aims to strike a balance between participation and downside protection.
Committed to active risk management and client-centric focus, Stack Financial Management has been recognized for its excellence, earning a spot on the CNBC Financial Advisor 100 List for 2023 and being inducted into the Barron's Financial Advisors Hall of Fame. Their seasoned team of investment professionals provides a unique brand of investment management focused on reducing downside risk and volatility while striving to deliver competitive returns in both up and down markets.
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