A complete list of active advisors currently associated with Saratoga Research & Investment Management
Warmer can help you find a great advisor at Saratoga Research & Investment Management or one who fits your needs even better.
Saratoga Research & Investment Management is an SEC-registered multi-advisor investment adviser managing roughly $2.5 billion for over 2,500 clients through a 15-advisor team. The firm provides discretionary, long-only separately managed accounts focused on large-cap equity strategies and also serves high-net-worth individuals, retirement plans, foundations, corporations, registered investment companies, and pooled vehicles while offering model portfolios and sub-advisory services. The firm’s investment process emphasizes high-quality, low-leverage companies identified through a four-step approach (quantitative screening, qualitative analysis, discounted cash flow and risk‑adjusted valuation, and portfolio construction), with two flagship strategies—Large Cap Quality (which may accumulate cash) and Large Cap Quality Focus (limited to a 5% cash position). Management is delivered primarily on a model/SMA basis, with regular account reviews and model delivery to platforms and other advisers. What is distinctive about SaratogaRIM relative to many multi‑team peers is the combination of a relatively large client load per advisor and its provision of institutional services: the firm sub-advises the Port Street Quality Growth Fund, manages pooled investment vehicles, and supplies models to other financial institutions—services that are less common among firms of this size. The firm also maintains a data-sharing arrangement with Alpha Theory to support certain software tools and operates as an ERISA/IRC fiduciary for retirement clients, which informs its documented compliance and proxy‑voting practices.
To learn more about the advisors currently working at Saratoga Research & Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Saratoga Research & Investment Management's office locations.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)