Our Commitment

Our Investment Management Commitment to You as Your Tampa, Florida Investment Advisor

Once you retain the services of Suncoast Equity Management as your Florida investment advisor, our commitment to you is to build upon and preserve your wealth.

On your behalf, our Tampa investment management experts will invest for long-term capital appreciation potential. More specifically, we increase wealth by: (1) carefully researching high-quality companies, (2) choosing the companies that meet our stringent criteria, and (3) investing in those companies showing the greatest potential for long-term growth and stability.

Reducing risk is an equally important objective. By investing in wisely selected, high-quality companies over the long term, our Tampa financial group can ignore day-to-day stock fluctuations. We take this responsibility very seriously and will treat our relationship with you as a partnership. We realize your success is our success, and we value each client relationship. Our business is a very personal one and we want client relationships that will endure for generations.

At Suncoast Equity Management, we believe that good communication is an important part of any successful investment program. We take a proactive approach towards client verbal and written communication, which includes quarterly portfolio reviews and letters, meetings with clients as desired, and monthly reconciliation to custodial statements. If you would like to speak or meet personally with anyone from our investment management team, please call our Tampa, Florida offices.

As a client, you have the opportunity to directly access the President and Chief Investment Officer of the company, Donald R. Jowdy. This benefit is not commonly available to clients who employ other larger investment management firms across the country, especially mutual funds. Any time you wish to meet with Mr. Jowdy or someone else from our investment management team in Tampa, Florida headquarters, please call us to schedule an appointment.

Whether you’re from the Tampa Bay area, located in other parts of Florida, or living across the country, client service is paramount and clients are encouraged to confer with us on a regular basis.