Stack Asset Management, a San Diego-based registered investment advisor, provides personalized portfolio management and financial planning services. Founded by Robert Stack, CPA, and Michael Griffin, CFA, CPA, the firm emphasizes a client-centric approach, tailoring investment strategies to individual goals, risk tolerance, and time horizons.

Their methodology combines top-down sector analysis with bottom-up company evaluations, utilizing fundamental techniques like discounted cash flow analysis to ensure diversified and risk-adjusted portfolios . Operating on a fee-only basis, Stack Asset Management avoids commissions, aligning their interests with clients’ financial well-being.

Clients benefit from direct access to their portfolio managers, ensuring transparent communication and trust. Assets are securely held with Charles Schwab & Co., Inc., providing clients with online access and peace of mind regarding their investments .​