Saratoga Research & Investment Management (SRIM)

Saratoga Research & Investment Management is based in Northern California. It was 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 $2.7 billion for high-net-worth individuals, retirement accounts, trusts, endowments, religious institutions and foundations – across the country. Saratoga has 18 employees, including 10 investment professionals.