Founded in 1997, Suncoast Equity Management, LLC is a premier investment management firm based in Tampa, Florida. With a focus on preserving and building personal net worth through long-term investments in high-quality companies, the firm has consistently earned returns above market averages since its inception. The strategic approach of the company is guided by Donald R. Jowdy, the founder and Chief Investment Officer, who developed the Suncoast Equity Management Disciplined Investment System (SEM-DIS), inspired by the investment techniques of renowned investors Warren Buffett and Benjamin Graham.
Located at 5550 W Executive Dr #320, Tampa, FL, the firm caters to a diverse clientele including individuals, corporations, retirement funds, trust funds, private investors, and financial planners. Suncoast Equity Management emphasizes strong client relationships and open communication, offering personalized service through direct interaction with their leadership.
Clients benefit from various services such as one-on-one communication with Mr. Jowdy and access to the firm’s comprehensive staff. The investment philosophy embraces long-term value investing, a proven strategy that aims at producing sustained returns while minimizing risks by concentrating on companies with intrinsic worth rather than fluctuating stock market prices.
Listed as L15000114402, Suncoast Equity Management was incorporated on July 8, 2015, under Florida's Limited Liability Company statutes. The company operates in Hillsborough County and maintains a commitment to excellence through its distinguished team led by Donald R Jowdy. For more information or consultation, potential clients can contact them at (813) 963-0502 or visit their website at suncoastequitymanagement.com.
KEY FACTS ABOUT SUNCOAST EQUITY MANAGEMENT, LLC
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US Businesses
-
Companies in Florida
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Hillsborough County Companies
- Company name
- SUNCOAST EQUITY MANAGEMENT, LLC
- Status
- Active
- Filed Number
- L15000114402
- FEI Number
- 47-4482326
- Date of Incorporation
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July 8, 2015
Age - 10 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://suncoastequitymanagement.com
- Phones
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(813) 963-0502
(813) 830-6062
SUNCOAST EQUITY MANAGEMENT, LLC NEAR ME
- Principal Address
- 5550 W EXECUTIVE DR #320,
TAMPA,
FL,
33609,
US
See Also