At Sabal Trust, we believe the focus on prudent growth, cash flow generation and the management of inherent risks in the market place will add value to portfolios over long market cycles and represents the best approach toward managing assets.
That’s why our investment team constructs individualized portfolios utilizing customized investment strategies to achieve your personal goals and objectives. Through a consistent, ongoing process of monitoring and feedback, we assure adherence to the highest asset management and fiduciary standards.
Building portfolios involves an ongoing dialog with clients and their families as we continually review investment strategies to ensure that we are on track to accomplish their goals and objectives.
Sabal Trust focuses on identifying high-quality companies whose transparent businesses generate solid cash flows, have a greater degree of earnings predictability and demonstrate consistency across business operations. Our adherence to these basic tenets is critical to the stability and predictability of portfolio total returns and to reducing overall portfolio risk. Returning capital to shareholders through increasing dividends is paramount to our strategy.
Fixed income instruments are a critical component of any diversified portfolio. Sabal Trust typically utilizes high-quality, investment-grade bonds, giving portfolios enhanced diversification, wealth protection and stable cash flows. Managing credit risks and duration risks are an important part of the portfolio management process.