Invest with Sabal Trust Company Invest with Sabal Trust Company

Why Invest With Us

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When you partner with Sabal Trust Company, it is our responsibility to place your financial hopes, dreams, goals and priorities first. We’re accountable to provide you with personalized investment management services aligned with your objectives.

As employee-owners, Sabal Trust’s staff is invested in creating and maintaining long-term relationships with you, whether you are an individual, a private foundation or an endowment. Everyone in our organization will work in your best interest and treat your assets with careful and studied consideration.

Ask Us About Our Unique Investment Committee

Sabal Trust is the only trust company in Florida whose in-house Investment Committee is staffed entirely with certified financial analysts who hold the Chartered Financial Analyst (CFA) credential. The CFA designation is a globally recognized, investment credential that demonstrates mastery of the skills most needed for investment analysis and decision making in today’s fast-evolving financial industry. Simply stated, it is the most respected and recognized investment credential in the world.

Moreover, each member of the Investment Committee is also a Principal (owner) of the firm and maintains a commitment to the industry’s highest standards as they work together to formulate strategic decisions and personally consult with clients to provide solutions that are unique to their circumstances.

Accountable:

  • Decisions made locally, not outsourced to third parties
  • Interests aligned with those of our clients

Accessible:

  • Clients work directly with decision makers
  • Advice tailored for each client

Consistent:

  • Carefully crafted investment process
  • Successful through long-term market cycles

Experienced:

  • Prudent advice grounded in the real world
  • Research-based solutions

Investment Strategy Group:

  • Scott L. Pieper, CFA
    • Chief Investment Officer
  • Greg M. Newman, CFA, CIMA
    • Sr. Portfolio Manager
  • Amanda Palmer
    • Investment Analyst