YOUR PARTNER FOR LONG-TERM WEALTH MANAGEMENT

We are dedicated to providing you with what we
believe is a time-tested strategy with proven success.

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  A DISCIPLINED APPROACH BASED ON LONG-TERM PERFORMANCE RESULTS 

ABOUT US

Established in 1997, we are an investment management firm in Tampa, Florida. As a registered investment advisor, we offer a portfolio of stocks in carefully selected, high-quality corporations.

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SEM ADVANTAGE

We take a proactive approach toward our clients, especially in the areas of verbal and written communication. As your Florida investment advisor, there are many advantages we offer to you when you become our client.

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INSIGHTS

We are one of the few investment management firms that offers one-on-one communication and direct access to our portfolio management team, including informative letters from the portfolio managers on a quarterly basis.

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MEET THE TEAM

Your success is our success. Therefore, we take client relationships very seriously, and good communication is a central theme in our relationship with our clients. We encourage both current clients and potential clients to contact our investment management team at our Tampa, Florida headquarters. We’ll be happy to meet with you personally.

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COMPANY FACT SHEET

Suncoast Equity Management, LLC (SEM) is an independent investment management firm that invests in U.S. listed equity securities. Our objective is to produce rates of total return in excess of the S&P 500 and most other money managers, over the long-term, while incurring a relatively moderate amount of risk.

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OUR PHILOSOPHY

…we believe that true wealth is created through investing in top quality companies for the long-term.