How to Distinguish between a Broker for Investment in Tampa and Suncoast Equity Management

You wouldn’t pick just anybody in Tampa to handle your money. There are many investment firms and brokers in the Tampa Bay area wanting your business, but choosing the right one to build your wealth is a serious issue requiring careful consideration. Before you select a broker or investment advisor in Tampa, it pays to understand the difference between services offered and the performance of their investments.

For example, there is one common thread between a stock broker and Suncoast Equity Management: we both invest in stocks. However, the investment similarities between us basically end there.

Delving further, you will notice several differences in the investment services of a stock broker and the investment portfolio management services offered by Suncoast Equity Management. Some key differences are listed below.

A Broker for Investment in Tampa

• May be called a stock broker, discount broker, financial consultant, or financial advisor

• May offer bonds, mutual funds, stocks, CDs, insurance, and annuities

Suncoast Equity Management, Tampa

• We are a registered investment advisor with the U.S. Securities and Exchange Commission (SEC)

• We use time, talent, and thorough research to select high-quality stocks

• We offer one product: a portfolio of less risk stocks designed to earn above-average returns over the long term

While there are several differences between an investment broker and Suncoast Equity Management, we welcome brokers and other investment institutions as our clients. From individual investors to brokers to corporations, our clients recognize the advantages of holding high quality stocks for the long term. Specifically, our clients understand that discipline, good judgment, and sensible business analysis are essential for outperforming S&P 500 averages 10, 20, and 30 years from now. For more information about the difference between our investment product and a broker for investment, call Suncoast Equity Management in Tampa at (813) 963-0502 or e-mail info@suncoastequity.com.