Long Term Investment Management in Clearwater, FL by Suncoast Equity Management

Suncoast Equity Management is a registered investment advisor in Tampa, Florida. With offices located directly across the Howard Franklin Bridge and not far from the Courtney Campbell Causeway, the investment management services at Suncoast Equity are very convenient to clients in Clearwater, FL and the rest of Pinellas County.

Suncoast Equity Management has been providing long-term investment management to Clearwater and the greater Tampa Bay area since 1997. The key to Suncoast Equity’s approach is investing in the common stocks of a carefully selected group of companies for the long term. The Suncoast Equity Management portfolio of stocks is structured to deliver above-average returns with less risk.

This investment management system begins with identifying high quality corporations and screening them against the Suncoast Equity Management Disciplined Investment System (SEM-DIS). Based on the sound, proven investment principles of Warren Buffett and Benjamin Graham, the 5-step SEM-DIS takes an in-depth look at a corporation’s: (1) financial performance and strength, (2) business track record, (3) business outlook and opportunities, (4) management style, and (5) stock market valuation. Only when a corporation shows steadfast strength in these areas will they be deemed as potentially worthy of Suncoast Equity Management’s investment dollars.

The SEM-DIS is the brainchild of Suncoast Equity Management’s president and chief investment officer, Donald R. Jowdy. Armed with investment management experience and research spanning more than 20 years, Mr. Jowdy has achieved results showing that long-term investment in the stocks of a select few lower-risk corporations can yield returns above the S&P 500. Suncoast Equity Management believes that thinking in terms of years and decades, instead of days and months, is how true wealth is created and sustained.

If you are in the Clearwater, FL area and would like to learn more about Suncoast Equity Management’s investment management principles, please call (813) 963-0502 or fill out the form on our Contact Us page for more information. Suncoast Equity Management serves individual investors, businesses, corporations, foundations, trust funds, financial planners, and many more clients in Clearwater, throughout Florida, and beyond.