
Investment
Management
Saratoga has been building investment portfolios since 1994. The proprietary economic research tools we use were first developed in the early 1980s by our founders, and have been refined and honed ever since.
Advisors nationwide have used our asset allocation models for over 30 years, and Saratoga now makes its asset allocation models available to retail clients directly.
What is Investment Management?
Investment management is the process of managing various securities and assets, such as stocks, bonds, real estate, and other investments, to meet specific financial goals for individuals or institutions. It involves strategic planning, asset allocation, portfolio construction, and ongoing monitoring to optimize returns while managing risk. Through a disciplined and research-driven approach, Saratoga tailors strategies to align with client objectives, time horizons, and risk tolerances.
Saratoga’s Investment Management Services

Buy not on optimism, but on arithmetic.
Benjamin Graham