Sara-Bay Financial Corporation, a Sarasota based Registered Investment Advisor, was founded in 1993. Our specialty is building and managing stock portfolios for individuals. We offer two basic strategies one for growth, and one for a more conservative income strategy. Each strategy typically consists of sixteen to twenty quality stocks of individual companies.
Sara-Bay has chosen Charles Schwab & Company, a leading discount brokerage firm as its custodian for client accounts. Clients receive monthly statements from Charles Schwab and can access and view their accounts and holdings online. In addition Sara-Bay financial can also provide statements, performance figures, and gain and loss reports at anytime. As a firm we are committed to the growth of our clients’ assets and developing long-term customer relationships.