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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 120 years of financial and market data, and create all of the custom analysis software used by InvesTech.

Jim's distinctive approach to the financial markets and unique insight into the Federal Reserve have led to his being frequently quoted in financial publications such as Barron's, Money Magazine, The Wall Street Journal, Forbes and USA Today. He has appeared on Nightly Business Report, CNBC, CNN, and was a featured guest on Wall Street Week with Louis Rukeyser. He is often invited to be a keynote speaker at investment conferences throughout the world.

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 hiking.

The InvesTech Team...

The seven members of the InvesTech Research Team have over a century of combined experience in meeting the needs of InvesTech subscribers. Team members include:

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


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