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Mark Davy of South Bay Investment Group: highly personalized investment advice.

Mark Davy of South Bay Investment Group (securities are offered through Capital Securities of America, a member of NASD/SIPC) has found intriguing ways to generate substantial returns with a local touch and independence that large-scale brokerage houses can only envy. Davy's approach: Offer full-service stock brokerage and investment advice in a highly personalized way that also takes advantage of local investment opportunities.

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Davy shows clients how to take advantage of his unique utility stock modeling in ways that consistently outperform the S & P and Dow. He began charting utility stocks in 1989 and discovered ways to take advantage of utility company dividend increases so that portfolio cash flows increase handsomely relative to standard stock and bond combinations. Additionally, the yield component of his utility stock program is entirely dividends, which are now taxed at only 15 percent. The South Bay model-based investment program combines these tax advantages with superior long-term equity performance.

The 46-year-old career investment manager and longtime Sarasota resident brings added capabilities to portfolio management by offering a component that large brokerage concerns can't match: expertise in local real estate. Through his licensed real estate brokerage, the Dewar Group, Mark has assembled and managed investment projects that have taken advantage of Sarasota's real estate boom. He also specializes in real estate investments within IRAs.

"I own residential and commercial real estate and I've facilitated real estate investments for my clients that offer truly amazing returns," Davy says. "I think real estate should be a critical part of every investor's well-balanced and diversified portfolio. But you need local expertise to find, acquire and ultimately manage real estate holdings."

Davy says Sarasota offers fantastic investment opportunities. "When you add it all up, Sarasota has culture, a life in the outdoors, great people, and substantial financial upside. It's all here."

Mark A. Davy

South Bay Investment Group

602 S. Pineapple Ave.

Sarasota, FL 34236

(941) 951-1977

Fax (941) 951-1937

www.SouthbayInvestmentGroup.com or www.SBIGrp.com
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Title Annotation:WHO'S WHO IN WEALTH & FINANCE
Publication:Sarasota Magazine
Date:Jan 1, 2005
Words:328
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