About Us

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 $2.8 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 $2.9 billion in assets under advisement.**

*Total firm SMA AUM as of 3/31/2024: $2,833,197,181.00 **Approximate firm model delivery AUA as of 3/31/2024: $2,904,666,552.75  (Disclosures)

Announcements

2024 Q1 Report