InvesTech : Technical and Monetary Investment Analysis

InvesTech Research
625 Wisconsin Avenue
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.

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 spare time skiing, hiking and enjoying everything the outdoors has to offer. Jim is a dedicated leader in the community and is a recipient of the Carnegie Medal for Heroism.

The InvesTech Team...

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

James Stack, President
Lisa Stack, Chief Financial Officer
Christina Maloney, Director of Research Services
Bailey Gage, Customer Service Executive
Eli Petropoulos, CFA, Senior Market Analyst

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