First, we counsel with you and jointly reach a determination as to what portion of your overall investment funds should be targeted for the growth strategy or the income strategy, which portion should be held separately as cash, and how much, if any, income you should be taking. In your managed account, we purchase shares of individual companies, which depending upon the strategy we believe have the potential for long term growth or income. While individual stock selection may be considered old fashioned, we believe it is less costly and far more effective than using an array of mutual funds or proprietary products.
Please come in and meet with us. We would like the opportunity to talk with you and discuss your goals. During this meeting, you will not be asked to make a final decision. After we have discussed and defined your financial goals, feel free to discuss our management techniques with others whose financial opinions you value.
At Sara-Bay Financial, we pride ourselves on knowing our clients personally. During business hours, there is always someone available to take your call and answer your questions. It is our objective to build long-term client relationships. Protecting and increasing your wealth is a responsibility we take very seriously.