Expertise Driven by Vision: Donald R. Jowdy, Our Founder and Chief Investment Officer
Our Founder and Chief Investment Officer, Donald R. Jowdy, brings a wealth of experience and expertise to our investment strategy. By evaluating a company’s potential through a financial lens, Jowdy developed the Suncoast Equity Management Disciplined Investment System (SEM-DIS) which has consistently delivered strong performance over the years by our portfolio management Team. Inspired by the discipline of renowned investors, Warren Buffett and Benjamin Graham, Mr. Jowdy aspired to develop the SEM-DIS, as a unique five-step process which would survive the test of time. This approach guides in meticulously selecting a portfolio of stocks that our clients can hold with confidence, while minimizing risk. In recent years, our firm has grown upon this foundational investment philosophy to offer our clients a full range of wealth strategy capabilities.
Personalized Wealth Management for Individuals and Families
Collaborating with Financial Advisors, Fiduciaries, and Intermediaries
Comprehensive recommendations and plans for individuals and families encompassing equities, fixed income, tax planning, risk management, and estate planning with unparalleled expertise.
Institutions & Financial Advisors
Suncoast partners with a select group of Financial Advisors and Consultants. A boutique service-minded investment manager with a proven consistent track record.