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 billion in separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the United States. We also provide investment models for UMA platforms across the United States and Canada.
our new website
We are pleased to present the newly renovated SaratogaRIM.com!
We hope that returning visitors will easily adapt to our new layout and find our recent updates to be useful. Please contact Samantha should you require assistance navigating our new format, or if you would like to share your thoughts. We appreciate your feedback!
Be sure to check back periodically for additional features and materials; this site will continuously evolve and expand as we seek to enhance educational content and transparency.
Client Portal Update
We are excited to announce that our client portal for direct clients has also been upgraded to include many new on-demand features. Please click here for more information.
2018 Annual Report
The 2018 Annual Report has been posted. Please click on the image above or visit the "Reports" tab to read or download our latest quarterly report.