Salinas, CA Office

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.