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
Elmer Rich III
It’s unclear from the article. Is all this based on past performance?
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