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.