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
Author Steve Garmhausen December 15, 2011 at 6:35 AM
![Elmer Rich III](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D1c4f778f478f5cb09e0bd73147a6f41d%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Elmer Rich III
December 16, 2011 — 11:59 PM
It’s unclear from the article. Is all this based on past performance?
![Brooke Southall](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D271e7d9b6caa7ef52f175ae9aeafdf36%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Brooke Southall
December 17, 2011 — 6:07 AM
Elmer,
Yes, he established an audited track record that rated well on an institutional list, if I understand correctly. It’s explained in a little more detail in this article. http://www.riabiz.com/a/1789026
Brooke