Investing With Sabal Trust
Ask us About Our
Investment Strategy Group & Portfolio Management Team
Sabal Trust focuses on protecting and preserving family legacies. Part of that effort involves maintaining control over the investment decision-making process. As a result, we do not outsource the investment decision-making activity. Our in-house Investment Strategy Group is responsible for developing the investment strategies used by our firm’s portfolio managers to benefit our clients and their families. This team is staffed with experienced research analysts who provide coverage of economic sectors, industries and individual companies within the stock and bond universes where we invest.
Sabal Trust’s Investment Strategy Group is staffed with 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 our Investment Strategy Group and Portfolio Management Team is also an 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.
- Portfolio construction occurs internally within our local Investment Strategy Group
- Portfolio decisions and investment rationale are discussed thoroughly among the team CFA Charterholders, including every client’s portfolio manager, who then implement the investment decisions according to each client’s individual circumstances
- The research and selection of individual stocks and bonds that are part of our strategy, as well as the sizing and timing of trades, also occurs locally
- Interests and priorities aligned with those of our clients
- Clients work directly with decision makers
- Advice tailored for each client
- Carefully crafted investment process
- Disciplined and consistent decision-making
- Successful through long-term market cycles
- Prudent advice grounded in the real world
- Research-based solutions
Investment Strategy Group
Scott L. Pieper, CFA®
Chief Investment Officer
Justin Wai, CFA®
Portfolio Manager, Investment Analyst
Sumaiyya Khan, CFA®
Fixed Income Manager, Investment Analyst