Portfolio Management

The Art and Science of Long-Term Financial Goals

At Sara-Bay, we believe that successful portfolio management is both an art and a science. It requires the ability to weigh strengths and weaknesses, opportunities and threats across the investment universe and the discipline needed to act accordingly. We strive for objectivity in our research. Our core values are reflective of this: Integrity, Competence, Objectivity, Confidentiality, Fairness and Diligence.

Taking pride in serving our community has been paramount in building the trust necessary to excel. Your objectives are our goals: we will work tirelessly to ensure that you achieve them!



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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