Asset Allocation Models

Core Equity Allocation

Core Fixed Income Allocation

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.

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.

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.

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.

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.

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. Any performance noted is model performance; it is not specific to any given investor or composite of investors. Past performance is not a guarantee of future performance. Saratoga's asset allocation models are subject to change without notice. 

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss. There is no guarantee that any particular asset allocation or mix of asset classes will meet your investment objectives or provide you with a given level of income.

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.