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 $2.2 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.
2019 Q2 Report
7/8/19: The 2019 Q2 Report has been posted. Please click on the image above or visit the "Reports" tab to read or download our latest quarterly report.
Phone System Trouble
6/5/19: Our phone system was intermittently unavailable from June 4th to June 5th. The issue has been resolved.
Should there seem to be an issue with our phone system in the future, please communicate through email, or contact us directly through this link. We apologize for any inconvenience this may cause.