Individual Stock Management

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.



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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