Our investment professionals have over 60 years of portfolio management experience. We are a cohesive team that brings together an understanding of our clients’ needs and long term investment strategies. No matter whom you contact at Sasser Investment Management, you will always communicate with someone who is knowledgeable, welcoming, and attentive. We are united by our dedication to meeting the unique needs of each client. With our diversity of talent and backgrounds – and a commitment among the team that transcends the individual – we strive to be the embodiment of our business philosophy.
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
President, Chief Investment Officer, Co-Owner
As Chief Investment Officer, Brad oversees investment strategy and security selection. He brings over twenty eight years of portfolio management and securities analysis experience to developing and implementing our contrarian based value investing strategies.
Prior to forming Sasser Investment Management (at the time named PFG Investment Services) as a principal in 1999, Brad was Vice President and director of Investment Management for Insight Capital Research and Management, Inc. There, he directed the portfolio management and trading teams and oversaw the implementation of investment strategy for the $1.3 billion of client assets.
Brad earned a BS in business administration from the University of California, Berkeley and an MBA from Indiana University. In 1995, he earned the professional designation of Chartered Financial Analyst and is a member of the CFA Society of San Francisco.
As a Peace Corp volunteer, Brad spent two years in the Marshall Islands and spent additional time there as a corporate manager. Since entering he financial services industry in 1987, Brad has also managed investment portfolios as a financial consultant at Thompson McKinnon Securities and served as a registered representative with Charles Schwab.
Tom Lonzo
Managing Director, Co-Owner
With a broad background in trading, investments and client services, Tom Lonzo directs client relations and is a member of the Sasser Investment Management investment committee.
Tom began his career in 1982 on the floor of the Pacific Stock Exchange (PSE). He worked for Don C. Whitaker Inc, the top rated specialist on the west coast where he traded high yield bonds, gold and silver stocks. He then joined Jefferies & Co. where he was a market maker in technology and commodity based stocks. At twenty five years old Tom became one of the youngest members of the Pacific Stock Exchange. He then partnered with the Chairman of the PSE to run his own specialist post where he actively made markets in 50+ stocks.
In 1987, Tom moved to New York City and joined Robb Peck and McCooey the second largest specialist firm on the floor of the New York Stock Exchange (NYSE), to start a proprietary trading and floor execution business. Tom then increased his experience by working for Oscar Gruss & Son as a Managing Director with over thirty employees to manage high net worth and institutional clients. During the mid 1990’s, his floor execution business regularly accounted for 1% of the NYSE daily volume.
Tom moved back to the California to act as the Managing Partner of Bright Trading. At this time, Bright Trading was Goldman Sachs’ largest daily volume client. Tom’s Northern California office was one of Bright Trading’s top producing offices in the United States.
Fisher Investments recruited Tom in 2008 to become one of their top Investment Counselors, where he managed over 150 plus clients with more than $200 million under management.
Tom attended the University of Missouri on a swimming scholarship, where he studied economics and finance.