Financial Planning &
INVESTMENT MANAGEMENT
Saratoga offers financial planning and investment management services to a wide range of clients. While some firms offer these services separately, we believe financial planning and investment management work best in tandem.
Financial planning defines the "why" behind your goals, while investment management focuses on the "how" to fund them.
financial planning Provides the Railroad Track to Guide your Investment Strategy
investment strategy Is the Locomotive that Moves your Plan Down the Track
What’s Included?
Focused Planning & Investment Management
-
Description text goes here
-
Description text goes here
-
Clients receive a tailored task list, synced and shared with Saratoga, to track important financial planning tasks in the following categories:
Goal Setting
Data Aggregation & Analysis
Strategy Development
Implementation
Monitoring
Behavioral Finance
Cybersecurity & Digital Hygiene
Lifestyle Optimization
-
Description text goes here
-
In addition to ongoing oversight of financial plans and investments, Focused Plan clients
Full Planning & Investment Management
-
Financial planning
Saratoga offers two levels of financial planning, so that clients pay for only what they need.
-
Investment Management
Saratoga has been building a diverse range of model portfolios since 1994.
Services Disclosure
Certain Saratoga clients may not use all of Saratoga’s services, or may have service arrangements that differ from the services listed above. Clients should reference their contracts and disclosure documents for the services included in their Saratoga agreement.