Independent, Objective Research for Your Portfolio

Sara-Bay Financial provides independent objective research. Utilizing an investment strategy of primarily individual stocks, while implementing our disciplined approach to management has effectively limited expenses for our clients while allowing for consistent returns.

Each investment is researched by our own team of investment advisors. 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 to monitoring these positions daily, we also conduct analysis and research on the economy and markets as a whole.