Investment Management for Saint Petersburg, Florida by Suncoast Equity Management in Tampa

Nicknamed Florida’s Sunshine City, Saint Petersburg is home to countless unique attractions including the historic Vinoy Hotel, Tropicana Field, and The Pier as well as its pristine beaches, museums, and entertainment venues. The charm and appeal of St Petersburg may have convinced you to live there for the long term, but while you enjoy everything this amazing city has to offer, have you thought about your long term financial investment management strategy? Suncoast Equity Management may have the answer for you. Conveniently located directly across the Howard Franklin Bridge in Tampa, Suncoast Equity Management is a registered investment advisor serving many clients in Saint Petersburg and surrounding areas since 1997. Suncoast Equity Management’s investment management philosophy is focused on giving you long term results that beat market averages with less risk.

The foundation of Suncoast Equity Management’s investment management philosophy is the Suncoast Equity Management Disciplined Investment System, abbreviated SEM-DIS. This 5-step process is designed to determine whether a corporation’s stock will perform above market averages in the long run. The five areas scrutinized and researched by the SEM-DIS include: (1) financial performance and strength; (2) business track record; (3) business outlook and opportunities; (4) management behaving like owners; and (5) the valuation of the corporation’s stock.

This valuable investment management approach is the result of more than 20 years of work and research by Donald R. Jowdy, the president and chief investment officer of Suncoast Equity Management. Using the time-honored principles of Warren Buffett and Benjamin Graham, Mr. Jowdy continually supervises SEM-DIS to build an investment portfolio that will perform above the S&P 500 with less risk. This investment goal is only possible by approaching stock market investments in terms of years and decades, not days or weeks.

Suncoast Equity Management’s sound investment management strategy has appealed to many types of clients in the St Petersburg, Florida area including individual investors, foundations, corporations, financial planners, trust funds, and more. If you are in the Saint Petersburg area and would like further information about Suncoast Equity Management and its investment management approach, call (813) 963-0502 or fill out the form on our Contact Us page.