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.