TORII ASSET MANAGEMENT - Key Persons
What does it take to be a successful financial planner? Is it just a matter of having the right credentials, the right experience, and the right connections? Or is there something more to it? Meet Jeff Batterson. He works at Torii® Asset Management, a division of Landolt Securities, Inc. where he helps his clients preserve their capital, manage their portfolios, and achieve their financial goals. He joined Torii® Asset Management in 2009, but his journey started much earlier. In 2001, he landed a job at Oberweis Securities, Inc., one of the most prestigious investment firms in the world. There, he learned the secrets of high-level portfolio management from some of the brightest minds in the industry. He also contributed to The Oberweis Report, a global monthly publication that offers cutting-edge insight and advice to investors. He became a sought-after speaker at regional and national conferences for the American Association of Individual Investors, as well as local chapters for Investor's Business Daily. He earned a B.S. in Marketing from Northern Illinois University and obtained the Certified Financial Planner (CFP®) designation, along with Series 7, 24, 63, 65. But Jeff is not just a numbers guy. He has a passion for adventure and exploration. He has hiked the Annapurna Circuit, a stunning trail that winds through the mountains of Nepal. He loves mountain biking and skiing, and lives in Park City, UT where he enjoys the natural beauty and outdoor activities. Jeff is not an ordinary financial planner. He is an outlier. And he has a story to tell.
Martin L. Yokosawa founded Torii® Asset Management in November of 2008 and is responsible for all aspects of investment generation, portfolio construction, and risk management. Besides providing mainstream investment management, Mr. Yokosawa has particular expertise in managing and trading institutional micro and small cap growth portfolios Mr. Yokosawa has been involved in the investment industry his entire 35+ year business career and holds an MBA from the Booth School of Business at the University of Chicago and a Bachelor of Finance with a minor in economics from Northern Illinois University. Mr. Yokosawa began his career performing operational and trading activities which include working with Charles Schwab floor operations on the Chicago Board of Options Exchange to heading the equity trading department for a regional brokerage and money management firm. From 1987 to 2008 he was an integral part of the portfolio management of The Oberweis Funds, institutional portfolios, and private advisory accounts. Mr. Yokosawa was an equity holder of Oberweis Asset Management, Inc., held the title of Senior Portfolio Manager which included considerable trading responsibilities during his tenure. Mr. Yokosawa lectures at various investment conferences and has been asked to provide commentary for the University of Chicago Graduate School of Business, CNBC, Bloomberg, Investor's Business Daily and the Wall Street Journal. Mr. Yokosawa strives to excel in all aspects of life with a loving family and is a 6th Degree Black Belt in TaeKwon Do, avid backcountry outdoorsman, and as a hobby a professional ski instructor