SARASOTA, Fla. – Sarasota Coastal CU announced it has contracted with Breiter Capital Management to provide investment services for middle- and high-net worth members. Sarasota Coastal has provided financial advisory services to its middle-income members, but it said demand for investment advice was growing from members approaching retirement and those planning to build nest eggs. Tom Breiter, president of the 15-year-old investment manager, and vice president Joe Downs each will manage the investment portfolios of clients.
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