Individual Stock Management

Sara-Bay Financial provides independent objective research. We invest primarily in individual stocks as opposed to mutual funds. Over time, investing in individual stocks has allowed for great returns while limiting expenses. It’s what we do and what we have done for over 30 years. We are proud of our performance track record.

Each investment is researched utilizing our own in-house research. At the same time, we maintain an ongoing analysis of the overall market and investing trends. Once an investment decision is made, stock positions are then allocated to individual accounts with consistent objectives. Generally, our investment team is also invested in the same securities our clients are in. The process doesn’t stop here. It is our practice to keep portfolios consisting of 15-25 positions. This enables our team of advisors to keep a close eye on each investment’s progress. In addition, we monitor these positions daily including analysis and research of the economy and markets as a whole.



Disclaimer: “Sara-Bay Financial Corp. is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation for investment advisory serves or an offer to buy or sell securities. Registration does not imply a certain level of skill or training. If you are interested in our services, please see our Disclosure Brochure (Part II of the form ADV); which provides detailed information about Sara-Bay Financial Corp. and inherent risks that may be associated with our advisory services.

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