Your Investment Management Proposal
Thank you for generating an Investment Management Proposal. The Investment Management Proposal is a powerful tool that has the potential to help you close accounts and retain clients. Now what?
You've received the customized section, Sections I and IV, of your proposal via email. The three marketing sections of the proposal, Sections II, III and V, are available for download below (as are generic examples of the two customized sections). The marketing sections of the proposal are only updated once a quarter, so in order to cut down on the size of the files we're emailing you, only the customized sections are included in the email we send you.
And remember, if you'd like a member of the Saratoga team to review the proposal with you, we're just a phone call away.
The Five Sections of your Investment Management Proposal
Section One | Asset Allocation Report
This section contains part of your SaratogaSHARP® customized reporting, including:
- Confidential Asset Allocation Report
- Asset Allocation Pie Chart
- Historical Model Performance
Click the image to the right to view a sample of the first section of an asset allocation report.
Section Two | Investment Managers
Section Two of your Investment Management Proposal contains The Investment Portfolios of the Saratoga Advantage Trust. Each Saratoga Advantage Trust mutual fund has a dedicated fund profile; these fund profiles can be found aggregated in The Investment Portfolios of the Saratoga Advantage Trust.
Click the image to the right to download a copy of The Investment Portfolios of the Saratoga Advantage Trust.
Section Three | The Importance of Asset Allocation
Section Three contains How the Saratoga Portfolios Differ, a piece that talks about the ways you or your clients might potentially benefit from using the Saratoga Advantage Trust mutual funds in your allocations.
Click the image to the right to download a copy of How the Saratoga Portfolios Differ.
Section Four | Investment Policy Statement
Section Four contains your client's Investment Policy Statement. Saratoga has included Investment Policy Statements with our asset allocation reports since the program's inception in 1994, long before policy statements became an industry best practice.
Click the image to the right to view a sample of the fourth section of an asset allocation report.
Section Five | Quarterly Performance Report
Section Five contains your client's Sample Quarterly Report. The Sample Quarterly Report is included to illustrate the comprehensive nature of Saratoga's quarterly reporting.
Click the image to the right to view a sample of the fifth section of an asset allocation report.