Articles tagged "Kevin Tanner"
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 at 6:35 AM
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 at 3:50 AM
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 at 12:47 AM
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