We provide active equity and fixed income investment management services to institutional investors, and our products include large and small cap growth equity portfolios, large value, as well as core, intermediate and short-term fixed income portfolios.
Sawgrass defines success by our ability to assist our clients in meeting or exceeding their investment goals by the consistent application of a disciplined investment process.
Our firm vision is to operate as an independent investment group, which provides us the flexibility to acquire the resources to serve the needs of our clients. Our entire firm meets every Monday morning to review client, firm and individual goals for that week, so every employee knows exactly what our client service and retention goals are. Once a month, all equity owners meet at a Partner’s meeting to discuss new business, client activity, resources needed, firm goals and profitability. In addition, once a quarter, all partners attend a half-day firm strategic session. These meetings focus on mid- and long-term firm initiatives and client service level reviews.
To strengthen the financial security of our clients through active management of high-quality portfolios producing strong, long-term investment results. Our relationships are driven by our core values of integrity, respect, hard work, and ethical behavior.