Updated November 21, 2023
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Suncoast Equity Management

Investment Advisor Firm
Total assets under management$841M
Years in business27+

About Suncoast Equity Management

Suncoast Equity Management, LLC is an investment management firm based in Tampa, Florida. Established in 1997, the company offers a portfolio of stocks in carefully selected, high-quality corporations. As a registered investment advisor (RIA), Suncoast Equity Management follows a disciplined investment system called SEM-DIS, which is designed for long-term investment success.

The investment philosophies of renowned investors Warren Buffett and Benjamin Graham influence the company's approach. Suncoast Equity Management believes true wealth is created by investing in top-quality companies over the long term. By employing their proven strategies and principles, the firm aims to deliver above-average returns while mitigating risk.

The president and chief investment officer of Suncoast Equity Management, Donald R. Jowdy, oversees the firm's successful investment management strategy. With over 20 years of business experience and extensive research on leading investors' techniques, Mr. Jowdy has found that Graham and Buffett's principles yield long-term results.

Suncoast Equity Management's investment advisors utilize the SEM-DIS system to make successful investment decisions based on a long-term perspective rather than short-term market fluctuations. The company emphasizes that investing in common stocks over an extended period can be profitable if managed properly.

The firm's investment management principles have attracted diverse clients, including high-net-worth individuals, trust funds, endowments, foundations, corporations, retirement accounts, and financial planners seeking attractive opportunities for their clients. They value transparency and encourage potential investors to visit their Tampa headquarters to meet their team of financial experts. At the end of the day, Suncoast Equity Management aims to provide reduced risk and satisfying returns through its high-quality portfolio designed for long-term growth.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization

More about Suncoast Equity Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
10828911

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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