Getting Started
with Saratoga

Access an Investor Profile Questionnaire to start the asset allocation process, or find forms to help you open or change an account.

The Saratoga
Advantage Trust

The Saratoga Advantage Trust is a group of institutionally managed mutual funds.  
 


Asset Allocation

Saratoga Capital Management, LLC, The Asset Allocation Specialists©, has been building a real, traceable asset allocation track record for over 20 years.  SaratogaSHARP® is Saratoga's next-generation asset allocation software.  The software is limited to a select number of advisors nationwide; apply for access today.