SaratogaSHARP® Methodology

At Saratoga Capital Management, LLC, we believe that asset allocation strategies should change when the economy experiences major changes.  As the market moves between phases such as full-growth, slow-growth, recession and crawl-out, Saratoga considers changes to its asset allocation suggestions.

 

Program Overview

Developed by applying over 60-years of combined knowledge and research from the founders of our firm, SaratogaSHARP® seeks to provide asset allocation strategies that fit both investor preferences and prevailing economic conditions.  

SaratogaSHARP® is available to a limited number of advisors across the country.

 

Survey

Help us design the next generation of SaratogaSHARP® by taking a short survey.  The survey should take less than five minutes.