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InvesTech : Technical and Monetary Investment Analysis

InvesTech Research
2472 Birch Glen
Whitefish, MT 59937
Office: 406-862-7777
Subscriptions: 800-955-8500
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About James Stack

James Stack, president of InvesTech Research and Stack Financial Management, isn't your typical investment advisor. His office is over 2,200 miles away from Wall Street, in Montana, located on the shores of Whitefish Lake. But this locale hasn't prevented Jim from helping investors to develop an objective, safety-first investment strategy focused on risk management. Formerly a project manager for IBM Research with a number of domestic and international patents to his credit, Jim has a graduate degree in engineering, with post-graduate study in business. After founding InvesTech Research in 1979, he began publishing the InvesTech newsletter in 1982. Jim and his staff maintain over a century of financial and market data, and create all of the custom analysis software used by InvesTech.

In addition to addressing numerous investment seminars throughout the world, Jim is frequently quoted in financial publications such as Barron's, Money Magazine, The Wall Street Journal, Forbes and USA Today. He has appeared regularly on PBS' Nightly Business Report and has been a featured guest on Wall Street Week with Louis Rukeyser, CNBC and CNN.

In June 2000 Jim was awarded a Carnegie Medal in "recognition of an outstanding act of heroism" for a midnight rescue following a boating accident near his home on Whitefish Lake. Working and living near the majestic Glacier National Park (a feature Barron's article described it as "Far From the Madding Crowd"), Jim and his wife Lisa spend their rare spare time skiing and white-water kayaking.

The InvesTech Team...

The six members of the InvesTech Research Team have over 70 years of combined experience in meeting the needs of InvesTech subscribers. Team members include:

Lisa Stack, Chief Financial Officer
Stacy Tandy, Director of Operations
Greg Kasper, Information Systems Manager
Sandra Stoutenburg, CMT, Senior Market Analyst
Sandy Loy, Accountant
Christina Maloney, Customer Service Executive

Click here to Meet our Portfolio Management Team


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