SASSER INVESTMENT MANAGEMENT, INC.

Overview

Sasser Investment Management, Inc. is a small, equity‑focused advisory firm that manages portfolios for individual and family clients and small businesses. The firm is structured as a corporation and registered with the SEC in 2021; ownership is listed as individual. Its advisory mandate emphasizes discretionary portfolio management, and the firm charges fees based on a percentage of assets under management (with other fee arrangements also used). Business activities also include acting as a real estate broker, which complements its allocation to real‑asset strategies. Investment behavior shows a clear tilt toward publicly traded equities and exchange‑traded vehicles as the primary engine of client portfolios, while maintaining exposure to income and alternative sleeves. The firm does not identify as an active ESG investor and is not classified as a multi‑state adviser in its regulatory filing.

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Location & Offices