Dec 15, 2011
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
Person
Kevin Tanner
4 articles
Articles tagged "Kevin Tanner"
Aug 12, 2010
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
Jul 19, 2010
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
Jul 13, 2010
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
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