Investor Profile
Questionnaire

 
Click Image to Download Questionnaire

Click Image to Download Questionnaire


Self Scoring
Questionnaire

For a self-scoring version of the above Investor Profile Questionnaire, please click the image to the right and consult our Performance & Allocation Update for the current asset allocations of the ten self-scoring models.

Please note that Saratoga Capital Management, LLC does not provide advice to individual investors, that our asset allocation models are not individualized and that they are provided for informational purposes only.  Please consult an investment advisor for advice on how to use our asset allocation models and for what investment vehicles might be appropriate to use inside of them.

 
Click Image to Download Questionnaire

Click Image to Download Questionnaire


Asset Allocation Model Disclosure

Saratoga's asset allocation models are subject to change without notice.  All investment methodologies and strategies have risks, both general and strategy-specific, including the risk of loss of principal investment.  Asset allocation does not guarantee against a loss.  

Information herein was obtained from recognized statistical services and other sources believed to be reliable, however we cannot make any representation as to its completeness or accuracy. 

Saratoga Capital Management, LLC does not advise individual investors; asset allocation models are provided for informational purposes only.  Investors interested in using these asset allocation models should consult an investment advisor who can provide individualized advice on how to employ the models and what investment vehicles may be appropriate to use inside of them.