Saratoga Research & Investment Management

Overview

Saratoga Research & Investment Management is an SEC-registered investment advisor specializing in constructing and managing equity portfolios composed of high-quality businesses. Founded in 1995, the firm manages approximately $2.5 billion in assets across separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments, and foundations throughout the United States. Additionally, they oversee investment models on model delivery platforms across the U.S. and Canada, with roughly $2.8 billion in assets under advisement. The firm's investment process is designed to meet the long-term needs of conservative individual and institutional investors. They focus on large-cap equity securities that undergo a rigorous selection process, aiming to build portfolios that align with clients' financial goals and risk tolerance. Saratoga Research & Investment Management emphasizes a disciplined approach to investing, seeking to identify and invest in high-quality businesses with strong growth potential. With a team of experienced professionals, the firm fosters a collaborative and open work environment. Their culture encourages direct communication, accountability, and camaraderie, which they believe enhances their investment decision-making process. The team comprises individuals with diverse backgrounds and expertise, contributing to the firm's ability to effectively manage and grow client assets over time.

Investment Focus

• High-net-worth individuals
• Retirement accounts
• Trusts
• Endowments
• Foundations