Portfolio Management

Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client. Successful management requires the ability to weigh strengths and weaknesses and opportunities and threats across the investment universe. At Sara-Bay we strive for objectivity in our research. Our core values are reflective of this: Integrity, Competence, Objectivity, Confidentiality, Fairness and Diligence.

We provide consistent, active portfolio management. By design, our portfolios are kept under 25 positions to allow for continuing, thorough, analysis as well as providing proper stock diversification. Your objectives are our goals.



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.

Copyright © 2022 Sara-Bay Financial. All Rights Reserved.