The Saratoga Municipal Bond Portfolio seeks a high level of interest income that is excluded from federal income taxation to the extent consistent with prudent investment
management and the preservation of capital.
September 1, 1994
I-shares Symbol: SMBPX
A-shares Symbol: SMBAX
C-shares Symbol: SMBCX
16th Amendment Advisors LLC
About 16th Amendment Advisors LLC
The Saratoga Municipal Bond Portfolio is managed by 16th Amendment Advisors. 16th Amendment Advisors was founded by Evan Lamp, Jed McCarthy, and John Lee, and is 100% dedicated to investing in municipal securities. 16th Amendment Advisors portfolio managers collectively have more than 40 years of municipal bond experience.
The Portfolio is managed using a proactive philosophy which may include being longer or shorter on the yield curve, favoring or avoiding certain bond structures and/or varying market exposure. The portfolio managers review the Portfolio on a continuous basis and make investment decisions as they deem appropriate.