Investment Management

At Sabal Trust Company, we're here to assist and advise you in the careful, consistent and long-term growth and preservation of your assets. Sabal Trust's philosophy is to construct individual portfolios using customized investment strategies to achieve each client's goals and objectives. There is a consistent ongoing process of monitoring and feedback to assure adherence to the highest asset management and fiduciary standards.

Our Portfolio Construction Process

Sabal Trust’s goal is to create an individualized wealth management portfolio to achieve long-term growth and stability through:

• Asset allocation
• Diversification
• Style discipline
• Sector expertise
• Tax efficiency
• Consistency
• Investments with solid fundamental characteristics

Our Dividend Growth Portfolio

Sabal Trust's objective is to engage moderate turnover and to manage trades where possible to maintain effective tax strategies. Our dividend growth portfolio:

• Is designed for clients looking for stable income with capital appreciation potential
• Focuses on high-quality companies with above-average dividends that exhibit historical and future earnings growth
• Provides diversification across economic sectors
• Portfolio structure is designed to reduce volatility
• Incorporates approximately 35 individual stocks that contain earnings visibility and predictability and possess favorable growth characteristics

Sabal Trust invests in high-quality fixed-income investment products, giving your financial portfolios enhanced diversification, wealth protection and stable cash flows. Additionally, we monitor, identify and sell securities that no longer meet our investment committee's criteria, are underperforming or have reached valuations that no longer make them attractive for our clients.