Saratoga Research & Investment Management manages investment portfolios primarily focused on large cap equity securities. Saratoga Research & Investment Management uses a disciplined selection process focusing on financially sound companies with low balance sheet and business model risk. The firm offers discretionary investment strategies through separately managed accounts to individuals, high-net-worth individuals, foundations, endowments, and pension plans. While the firm primarily focuses on investment management, it also provides personal comprehensive financial planning services upon request, covering areas such as retirement planning, cash flow forecasting, estate planning, charitable giving, tax planning, and insurance planning. The firm emphasizes long-term investing and seeks to protect capital through thorough quantitative, qualitative, and valuation analysis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees vary by investment strategy: Equity - Quality at 0.75%, Equity - Focus at 1.00%, Strategic Income at 0.75%, Active Fixed Income at 0.50%, and Passive Fixed Income at 0.25%. Fees may be negotiable in certain circumstances.