Saratoga Research & Investment Management

Investment Management, Financial Planners, Financial Planning Consultants

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Today: 6:30 am - 3:00 pm

(408) 741-2330Call Visit WebsiteVisit Website Map & DirectionsDirections14471 Big Basin WaySaratoga, CA 95070 Write a ReviewWrite Review

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Mon - Fri:	6:30 am - 3:00 pm

Saratoga Research & Investment Management

Tax Services
Jim Tanner has been responsible for the operations of the firm since it was founded in 1995, and he currently directs and oversees the activities of the operations team. Operations team members share responsibilities in maintaining account management, portfolio accounting, data reconciliation and client requests. Jim is also responsible for the compilation and presentation of the firm’s performance measurement and reporting, utilization of tax management tools and billing.

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Neighborhoods: Madronia Historic, Saratoga Village
Other Link: https://www.saratogarim.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investments

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Phone: (408) 741-2330

Address: 14471 Big Basin Way, Saratoga, CA 95070

Website: https://www.saratogarim.com

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Saratoga Research & Investment Management

Tax Services
Jim Tanner has been responsible for the operations of the firm since it was founded in 1995, and he currently directs and oversees the activities of the operations team. Operations team members share responsibilities in maintaining account management, portfolio accounting, data reconciliation and client requests. Jim is also responsible for the compilation and presentation of the firm’s performance measurement and reporting, utilization of tax management tools and billing.

Investment Management
Saratoga Research & Investment Management (“SaratogaRIM”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. SaratogaRIM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SaratogaRIM’s website (https://www.SaratogaRIM.com) (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as SaratogaRIM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SaratogaRIM with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Mutual Funds

Accounting Services

Financial Planning
The CFP designation is issued by the Certified Financial Planner Board of Standards, Inc. In order to receive a CFP designation, the candidate must have a bachelor’s degree or higher from an accredited college or university and have 3 years of full-time personal financial planning experience. In addition, the candidate must complete a CFP board-registered program or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration or attorney’s license. Once the designation is earned, the CFP must complete 30 hours of continuing education every 2 years.

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