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 $2.3 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 $2.6 billion in assets under advisement.***

*SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. **Total firm SMA AUM as of 3/31/2026: $2,346,927,236.21 ***Approximate firm model delivery AUA as of 3/31/2026: $2,610,353,228 (Disclosures). Supporting data available upon request.

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