Articles tagged "Kevin Tanner"

HeadlinePublish date

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 — 6:35 AM UTC

What do advisors care about? The new SEC that emerged in July, for one thing.

Plus, what a Smith Barney breakaway team is finding out about financial plans

August 12, 2010 — 3:50 AM UTC

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 — 12:47 AM UTC

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 — 6:55 AM UTC
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