|Saratoga Research & Investment Management, founded in 1995, is a SEC Registered Investment Advisor specializing in constructing and managing equity portfolios comprised of high caliber businesses utilizing common sense investment principles for individual and institutional investors. Our investment process has been designed to meet the needs of conservative, long-term investors. Today the firm manages approximately $2.2 billion for high-net-worth individuals, retirement accounts, trusts, endowments, religious institutions and foundations – across the country. Learn more.
ATTENTION: New website coming soon! We are excited to announce that by the end of the year we will be unveiling a new, updated website. However, in the meantime, our current website may encounter minor disruptions that could temporarily affect its various functionalities. If you are unable to download a specific document, such as a Quarterly Report, or would like further information about SaratogaRIM that is unable to be accessed through the website, please email [email protected] with your specific request. We apologize for the inconvenience and appreciate your patience throughout this process.