About Us

Saratoga Research & Investment Management is an SEC Registered Investment Advisor specializing in the construction and management of equity portfolios composed of high caliber businesses utilizing common sense investment principles. Our investment process is designed to meet the long-term needs of conservative individual and institutional investors. Founded in 1995, our firm manages approximately $2.7 billion* in separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the United States. We also oversee investment models on model delivery platforms across the United States and Canada with roughly $3.1 billion in assets under advisement.**

*Total firm SMA AUM as of 12/31/2023: $2,740,178,820.20 **Approximate firm model delivery AUA as of 12/31/2023: $3,125,476,055 (Disclosures)


Announcements

2023 Q4 (Annual) Report

1/17/24: The 2023 Q4 (Annual) Report has been published. Please click on the image above or visit the "Reports" tab to read or download our latest quarterly report.