It takes knowledge, discipline, and execution of proven strategies to achieve your financial goals.

It takes knowledge, discipline and execution of proven strategies to achieve your financial goals.

It takes knowledge, discipline, and execution of proven strategies to achieve your financial goals.

About Sasser Investment Management

Oakland Investment Management

Sasser Investment Management is a Registered Investment Advisor founded in 1996 by President and Chief Investment Officer, Bradley Sasser. The firm’s Investment Committee has over 60 years of combined money management & security analysis experience.

All of Sasser’s Registered Advisors are “fiduciaries”, not brokers, meaning products are not sold and clients’ interests are paramount above all others.

In order to protect clients, all assets-under-management are housed at a custodian (financial organization with the legal responsibility to hold & safeguard financial assets). We work on the institutional platforms of Charles Schwab and TD Ameritrade.

How We Are Different

Sasser is a boutique investment management firm. We manage specialized strategies for a select segment of the market. We employ a highly personalized approach and partner with clients to tailor strategies around their objectives. Our clients are not “just a number” and we do not have a “one size fits all” strategy.

Investment Management

Portfolio management is our specialty. We utilize a proven, systematic, and repeatable investment process. Using a “bottom-up” security selection method, client accounts are engineered with individual stocks, bonds, ETFs, as well as asset-backed alternative investments with zero return correlation to traditional stock and bond markets.

“By providing partnership in disciplined financial strategies, solutions, and economic opportunities that deliver financial success, we help individuals and corporations create their future and fulfill their goals. Our culture is based on integrity, a passion for life, and our commitment to excellence.” – Brad Sasser

Comprehensive Planning & Risk Analysis

Our process begins by developing a long-term investment plan that will achieve a client’s particular growth and/or income goals. Before implementing a strategy, we review the entirety of a client’s finances, investment objectives, time horizon, and risk profile.

Managing risk and understanding the level of discipline required to achieve success with a given strategy is one of the most important factors of successful investing. We help clients develop a strategy they will be able to stick with through good times and bad.

The single most important factor of any financial plan or investment strategy is long-term risk-adjusted return on capital, not a lengthy booklet of fancy marketing propaganda.

About Sasser Investment Management

Oakland Investment Management

Sasser Investment Management, Inc.