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Diversified Large Growth Equity
Focused Growth Equity
Diversified Small Growth Equity
Focused Small Growth Equity
High-Quality Core Fixed Income
Intermediate Fixed Income
Short-term Fixed Income
Florida Municipal Reserve Pools I, II, III, IV
Balanced
Sawgrass Asset Management
Client Benefit Statement:
Firm Stability:
Sawgrass Asset Management is 100% owned by its employees. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success. The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients.
Team Continuity:
The majority of our investment staff has worked together since the inception of the firm in 1998. We believe team continuity brings long-term experience into all aspects of our investment decisions. Our clients receive an investment process from a group of professionals who average 25 years of investment experience.
Consistency:
Our clients receive a consistent and repeatable investment approach in their equity and fixed income investments with Sawgrass Asset Management. By applying an investment process that is structured and disciplined in its application, our clients understand exactly how we expect to perform in rising and falling markets. We strive to limit declines of capital in down markets and participate when markets are rising. This approach helps to provide the consistency that our clients demand and depend on in a diversified portfolio structure.
Jacksonville Beach, FL 32250
Toll Free 866-493-5500 • Facsimile: 904-493-5522
info@saw-grass.com
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