James Stack
James Stack is the Founder and President of Stack Financial Management and InvesTech Research, a leading financial research firm. He actively participates in the portfolio management for both firms, helping them lead investment allocation decisions through his historical knowledge and experience. He is also the editor of InvesTech Research Newsletter, a recognized publication for its time-proven risk allocation and conservative investing strategy. James is a market historian and top-rated money manager, nationally renowned in the industry for his historical perspective and safety-first approach to investing. He has cultivated a deep understanding of stock market cycles and developed a unique approach to risk management that makes him one of America's most respected investment advisors.
James Stack Professional Experience / Academic History
Professional Experience
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Founder and President
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Founder and President
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Project Manager
Academic History
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B.S., Mechanical Engineering
InvesTech Research Newsletter has earned widespread recognition for its time-proven risk allocation and conservative investing strategy, as well as its in-depth analysis of the Federal Reserve.
Since its inception, InvesTech Research has been dedicated to empowering investors with insights that go beyond the surface, offering a valuable perspective that is unparalleled in the financial landscape.
From its unique blending of monetary and technical analysis to sector and asset allocation recommendations, InvesTech presents unbiased advice and a valuable perspective.
Stack Financial Management has been serving individuals, families, businesses and non-profit organizations in all 50 states for more than 29 years.
SFM’s active approach to portfolio management follows an objective weight of the evidence strategy and relies on a blending of technical, macroeconomic, and fundamental analysis.
SFM has been recognized by Barron’s as one of the Top 100 Independent Financial Advisors in the U.S., and by Forbes as one of America’s Top 250 Wealth Advisors.
RECOGNITIONS
Barron's Hall of Fame
2018-2024 Forbes America's Top Wealth Advisors
2018-2024 Forbes Best-in-State Wealth Advisors
2014-2024 Barron's Top 1200 State-by-State Advisors
2007-2022 Barron's Top 100 Independent Advisors
2014-2015 Financial Times Top 300 Investment Advisors
2008 Whitefish Chamber of Commerce Citizens of the Year Award
2000 Carnegie Medal
MEDIA & APPEARANCES
James is commonly invited to be a keynote speaker at investment conferences throughout the world.
He has been a popular speaker at MoneyShow conferences for more than 35 years.
He has subsequently appeared on numerous media programs over the past 40 years.
Based on his extraordinary insight into the financial markets and the Federal Reserve, he has been featured in Forbes, Yahoo! Finance, Money Magazine, The Wall Street Journal, The New York Times, U.S. News & World Report, USA Today, Barron's and many other publications.
He became the longest running Market Monitor Guest on PBS' Nightly Business Report before Paul Kangas' retirement in 2009.