Joseph Pollard is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Saratoga Research & Investment Management since 2013. He holds a Series 65 license and is based in Saratoga, CA. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm focuses on long-only, concentrated large-cap equity portfolios, employing a four-step process that combines quantitative screening with qualitative analysis and dual valuation techniques.

Marc Crosby is a financial advisor at Saratoga Research & Investment Management with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 credentials and has been with Saratoga Research & Investment Management since 2011. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using a four-step process that combines quantitative screening, qualitative analysis, and dual valuation techniques.

Mark Mcclenahan is a CFP® with 23 years of industry experience, currently serving at Saratoga Research & Investment Management since 2013. He holds Series 63 and Series 65 licenses and is based in Saratoga, California. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using quantitative screening and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients with a team of 12 advisors.

James Tanner is a financial advisor at Saratoga Research & Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1995. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm focuses on long-only, concentrated large-cap equity portfolios using a four-step process combining quantitative screening, qualitative analysis, and dual valuation techniques.

Shoichi Sato is a financial advisor at Saratoga Research & Investment Management with 14 years of industry experience. He holds a Series 65 designation and has been with Saratoga Research & Investment Management since 2011. Saratoga Research & Investment Management is an SEC-registered multi-advisor investment firm managing approximately $2.5 billion for over 2,500 clients. The firm specializes in discretionary, long-only large-cap equity strategies and serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, with a focus on high-quality, low-leverage companies through a structured investment process.

Philip Spencer is a CFA® charterholder with 16 years of industry experience. He has been with Saratoga Research & Investment Management since 2009. Saratoga Research & Investment Management offers discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, large-cap equity strategy using a four-step process combining quantitative screening, qualitative analysis, and dual valuation methods, managing approximately $2.5 billion across about 2,800 clients.

Matthew Casas is a CFA® charterholder with 13 years of industry experience. He has worked at Saratoga Research & Investment Management since 2011. Saratoga Research & Investment Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, and various institutional clients. The firm employs a long-only, large-cap equity investment approach using quantitative and qualitative analysis, managing approximately $2.5 billion across separately managed accounts, mutual fund sub-advisory, and model portfolios.

Andrew Early is a financial advisor at Saratoga Research & Investment Management with seven years of industry experience. He holds a Series 65 designation and has been with Saratoga Research & Investment Management since 2017. Prior to his current role, he spent a year working at JDog Junk Removal. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm offers discretionary, long-only separately managed accounts focused on large-cap equity strategies and serves a diverse client base, including high-net-worth individuals, retirement plans, foundations, and corporations.

Matthew Keating is a financial advisor with Saratoga Research & Investment Management. He holds a Series 65 credential and has six years of industry experience. Prior to joining Saratoga Research & Investment Management in 2019, he worked at Apple for seven years. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutional clients such as pension plans, endowments, foundations, and corporations. The firm employs a long-only, concentrated large-cap equity strategy characterized by a four-step investment process and manages approximately $2.5 billion across roughly 2,800 clients.

Tierney Bosset is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Saratoga Research & Investment Management since 2019, following a brief tenure at Mutual Advisors, LLC. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only approach focused on large-cap equities, using a structured process that combines quantitative screening with qualitative analysis and dual valuation techniques.

Mathew Spencer is a financial advisor at Saratoga Research & Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JMP Securities LLC for five years before joining Saratoga Research & Investment Management in 2019. Saratoga Research & Investment Management provides discretionary portfolio management primarily through separately managed accounts to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm employs a long-only, concentrated large-cap equity strategy using a four-step process that combines quantitative screening, qualitative analysis, and dual valuation techniques.

Robert Meng is a CFA® charterholder with 11 years of industry experience. He has been with Saratoga Research & Investment Management since 2014. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using a structured process combining quantitative and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients.

Kevin Tanner is a financial advisor with Saratoga Research & Investment Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Saratoga Research & Investment Management since 1995. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm focuses on discretionary, long-only large-cap equity strategies and serves high-net-worth individuals, retirement plans, foundations, corporations, registered investment companies, and pooled vehicles, offering model portfolios and sub-advisory services.