There are four types of Portfolio Management:
These approaches vary based on the level of activity, investment goals, and the degree of discretion given to portfolio managers. By choosing Suncoast, our investors are selecting an investment approach that offers professional management by managers with deep experience and insight into the businesses that they invest in. Suncoast’s investment management team uses a disciplined investment process (SEM-DIS) to identify businesses based on a proven methodology. And since our portfolio managers have discretionary authority to select stocks for the portfolio on behalf of clients, they can adapt and adjust the portfolio as relative market conditions shift. Active, discretionary investing delivers an opportunity to outperform index or passive portfolio management.
1. Active Portfolio Management
Portfolio managers actively sell and buy stocks & bonds using qualitative strategies.
2. Passive Portfolio Management
This is where portfolio management services build and manage a fixed portfolio of index funds like ETFs corresponding to current market conditions.
3. Discretionary Portfolio Management
Investors select portfolio managers to make financial decisions on their behalf based on their goals and level of desired risk.
4. Non-Discretionary Portfolio Management
In this case, portfolio managers only have the option to advise on the best investment plans, while the decision-making authority rests solely with the investors.
Suncoast’s Prosperity Advisors Portfolio Management
The Suncoast SEM-DIS portfolio management process is at the heart of our ability to help our clients accomplish their long-term financial goals.
Our disciplined focus on business quality and long-term returns relieves clients of the need to make day-to-day investment decisions, allowing them to focus on other priorities. Over more than 25 years the SEM-DIS has been used by the portfolio management team to deliver outperformance while limiting the risk of loss for its clients. Our portfolio management team takes ownership of their performance and invests a their personal wealth along side our clients. This helps to ensure that manager’s interests are aligned with those of our clients. Our three equity portfolio strategies, Select Growth, Dividend Growth, and Small and Mid-Cap (SMID), together with select fixed income investments are the tools our financial advisors assemble to personalize equity investments that are aligned with a client’s specific objectives.
Diversification is a standard process that disperses capital to limit exposure to any one type of asset. To reduce portfolio volatility our advisors first work with you to understand your individual investment style and objectives and then identify the appropriate portfolio holdings that are aligned. Our actively managed equity and fixed income portfolios provide effective diversification with a concentrated group of holdings that are deeply understood by our investment team. The experience and expertise within our company has positioned us to tailor financial strategies for our clients that are designed to meet their specific needs, goals, risk tolerance, and financial situation. Our Financial Advisory Team finds personalized investment opportunities that align with our clients’ objectives.
Reducing risk is an equally important objective.
By investing in wisely selected, high-quality businesses over the long-term we avoid reacting to short-term price movements and manage risk by steering clear from businesses we don’t fully understand.
This disciplined approach enables us to focus on investments where we have a deep understanding of the fundamentals, with the goal of reducing exposure to unneccessary risk and enhancing the potential for sustaine growth.
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.
Suncoast’s Prosperity Advisors 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 investment management team will invest for long-term capital appreciation potential. More specifically, we have increased wealth since the firm’s inception by:
- Carefully researching high-quality companies
- Choosing the companies that meet our stringent criteria
- Investing in those companies showing the greatest potential for long-term growth and stability
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 Founder 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.
