Investment Manager in Florida with Less Risk and Satisfying Returns

You don’t have to live in Manhattan to enjoy the benefits of stock market investment. Florida is home to many investment firms, but the trick is choosing one that earns above S&P 500 averages while incurring less risk. There are also other matters to consider with your stock investment when using a manager in Florida, such as flexibility, ownership, and control over the investment. Florida based Suncoast Equity Management can assist you with these investment goals and more.

If you have at least $250,000 in investable assets, a separately managed account from Suncoast Equity Management in Tampa, Florida offers many advantages not found in a mutual fund or other investment options. First, you will have direct ownership of the investment. Using an investment strategy dubbed Suncoast Equity Management’s Disciplined Investment System (SEM-DIS), we identify a small group of less risk, high quality stocks that should yield returns above the S&P 500 over the long term. As our client, you would own shares of these stocks within your segregated portfolio. This is quite different from a mutual fund, where shareholders own shares of the collective fund, not shares of stock.

Another advantage to Suncoast Equity Management is our ongoing, personalized service regarding your investment. Whether you are in Florida, across the nation, or across the world, Suncoast Equity Management will remain in communication with you about your portfolio’s performance. At any time, you can log in to this website for the latest news or portfolio update. You will also receive monthly statements, quarterly reports, and letters from our firm’s president. In addition, you are welcome to call, e-mail, or visit our Tampa, Florida offices about your investment. For information about our investment philosophy, please call Suncoast Equity Management in Tampa, Florida at (813) 963-0502 or e-mail us today.