Asset Allocation Models

Balanced Asset
Allocation models

1994 Inception

Conservative Balanced | Model 149

Model 149 is Saratoga Capital Management, LLC's core Conservative Balanced asset allocation model.  To learn more about this model, click the dedicated model page button below.

Model 149 Page
Model 149 Page

Moderately Conservative Balanced | Model 161

Model 161 is Saratoga Capital Management, LLC's core Moderately Conservative Balanced asset allocation model.  To learn more about this model, click the dedicated model page button below.

Model 161 Page
Model 161 Page

Moderate Balanced | Model 171

Model 171 is Saratoga Capital Management, LLC's core Moderate Balanced asset allocation model.  To learn more about this model, click the dedicated model page button below.

Model 171 Page
Model 171 Page

Moderately Aggressive Balanced | Model 175

Model 175 is Saratoga Capital Management, LLC's core Moderately Aggressive Balanced asset allocation model.  To learn more about this model, click the dedicated model page button below.

Model 175 Page
Model 175 Page

Aggressive Balanced | Model 179

Model 179 is Saratoga Capital Management, LLC's core Aggressive Balanced asset allocation model.  To learn more about this model, click the dedicated model page button below.

Model 179 Page
Model 179 Page

Asset Allocation Model Disclosure

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. Where displayed, performance is model performance; it is not specific to any given investor or composite of investors. Past performance is no guarantee of future performance.

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.