You should know exactly where it's invested and how it's performing. We believe you should have an investment firm that makes transparency a priority and earns your trust. After an initial discovery call, we'll meet. We get to know you, your financial goals and how we can work together to meet your objectives.
Our advisors use disciplined investment strategies to grow and preserve capital for our clients. The goal of our personal and responsive team is to ensure the financial advice you receive is uniquely appropriate for you. At Sara-Bay Financial, you'll never encounter hidden fees. And you'll always know exactly what your investments are doing.
Our advisors use disciplined investment strategies to grow and preserve capital for our clients. The goal of our personal and responsive team is to ensure the financial advice you receive is uniquely appropriate for you. At Sara-Bay Financial, you'll never encounter hidden fees. And you'll always know exactly what your investments are doing.
Services
About
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All client assets are held by the custodian Charles Schwab & Co. Charles Schwab is one of the nation's largest discount brokerage firms. Sara-Bay clients receive the focus and attention of a boutique firm with the financial backing of a major financial institution. Sara-Bay Financial, a Sarasota Registered Investment Advisor was founded in 1993.
Our Team
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Mike Hard has been in the investment business in Sarasota since the 1970's. He spent the first five years with Merrill Lynch as both a securities and commodities broker. After leaving Merrill, he worked for other large firms, including Shearson Lehman and Dean Witter. In 1987, he joined Kemper Securities and spent the next six years there as co-manager of their Sarasota office.
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Disclaimer: Sara-Bay Financial Corp. is registered as an investment advisor with the SEC. All information contained herein is for informational purposes only and does not constitute a solicitation for investment advisory serves or an offer to buy or sell securities. Registration does not imply a certain level of skill or training.
Process
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First, we counsel with you and listen to your financial goals and objectives. This is a conversation where we can collect information about your specific needs, investment experience and risk tolerance. It is our job to continually monitor your investment plan. This includes periodically adjusting and rebalancing to keep the portfolio aligned per the strategy.
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