Thank you for your interest in the Saratoga Advantage Trust. Saratoga is an investor-focused firm committed to providing state-of-the-art, institutional-based investment services to investors. The Saratoga Advantage Trust is a reflection of that commitment, providing investors with a program in which their assets are professionally managed by an experienced team of money managers selected from among the nation's leading institutional investment advisory firms.
In an effort to protect capital and create wealth, successful institutional investors (large corporations and their pension plans) have typically followed a simple investment strategy:
1. Establish investment objectives based upon their financial goals;
2. Diversify investments to try to enhance returns and protect capital by allocating their money to several types of assets such as international stocks, U.S. stocks, bonds and money market funds;
3. Hire the finest money management firms to purchase and sell securities on their behalf within their established objectives; and
4. Monitor investment results on a regular basis to determine if all of their investment objectives are being met.
This institutional method of investing has remained unchanged for years, yet the expense of following this proven philosophy has prevented many investors from deriving its financial benefits. In addition, access to top-quality money managers is usually limited to investors with very large multi-million dollar accounts.
The Saratoga Advantage Trust was designed to give investors the same advantages and access to professional management that larger investors have. Through your financial advisor, you have a unique opportunity to participate in a comprehensive investment program and follow the same four-step philosophy of the institutional investors without prohibitive account minimums.
Whether your goals include saving for your retirement, funding your child's education, or purchasing a home, I hope you will read through this website and choose to let us help you reach your financial objectives.
Bruce E. VentimigliaChairman, President and Chief Executive OfficerThe Saratoga Advantage Trust