About Us

Saratoga Research & Investment Management is an SEC Registered Investment Advisor specializing in the construction and management of equity portfolios composed of high-quality 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 $2.4 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 $2.7 billion in assets under advisement.**

*Total firm SMA AUM as of 3/31/2025: $2,411,886,259.40 **Approximate firm model delivery AUA as of 3/31/2025: $2,737,378,776.57 (Disclosures)

Announcements

2025 Q1 Report