RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Saratoga Research & Investment Management"

Headline

Publish date

Kevin Tanner: Last week my chief compliance officer got a call from a multi-billion-dollar firm I’d never heard of.

One California RIA gathers about $40 million of assets monthly by tapping institutions

Founder and CIO of Saratoga Research & Investment Management concentrates on generating primo returns in the quest for $2 billion of AUM

December 15, 2011 at 6:35 AM
Kevin Tanner: We average $500,000 a day [of new assets], and the rate has been rising.

Suddenly noticed by big investors, Kevin Tanner's small RIA is bracing for billions of AUM

A retired retail client who serves on boards got Saratoga Research & Investment Management in the institutional door, and the assets are starting to pour in

July 19, 2010 at 12:47 AM
Kevin Tanner and John Dolan sip champagne after signing a long-term deal.

Two Silicon Valley RIAs marry their practices to lay the groundwork for succession

The merger key was that Kevin Tanner wanted John Dolan and not just his book of business

July 13, 2010 at 6:55 AM
— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING
Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo

RIABiz

About Us
Contact
Subscribe
Advertise

Directory

Archives

401(k) Stories
Breakaway Stories
Conferences
ETFs
Hybrid RIA
RIA Compliance
RIA Custodians
Robo-Advisors
TAMPs
Women of Wealth Management
People Moves
Technology

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.