Stack Financial Management Inc, based out of Whitefish, MT, is a highly reputable investment advisory firm with a solid track record of success. With over 230 individual clients, they oversee an impressive $1,701,275,000 in assets under management. While 401K and individual accounts constitute less than 30% of their managed assets, Stack Financial Management Inc possesses the expertise and capacity to effectively handle employer funds. Notably, all the assets they manage are discretionary, instilling trust and confidence in their clients. Catering predominantly to high net worth individuals, Stack Financial Management Inc has gar...