THE
SARATOGA ADVANTAGE TRUST
INVESTMENT PORTFOLIOS
There are over 22,000 investment
management firms in the United States.
How do you choose the right ones?
| Research, research, and more research. Saratoga Capital Management used independent data services, sophisticated computer-based evaluation procedures, strict screening criteria, and the expertise of our principals and their extensive industry experience to evaluate the potential money management candidates for the Saratoga Advantage Trust. | |
| To narrow down the universe of potential firms, a wide range of quantitative and qualitative factors were carefully studied. After successfully identifying a select group of the most qualified firms to manage the seven investment styles of our portfolios, detailed personal interviews were conducted with each firm's senior management and their portfolio managers. These lengthy and extensive interviews resulted in the selection of the money management firms that are best suited for Saratoga's Portfolios, based upon their: | |
| * Investment Philosophy | * Long-Term Investment Performance |
| * Research Capabilities | * Organizational Stability |
| * Decision Making Process | * Professional Staff Experience and Size |
| * Financial Strength | * Communications and Reporting Skills |
| The result of our intensive due diligence process: the Saratoga Advantage Trust's Portfolios are managed by some of the nation's leading institutional money management firms. Please click here or click on the Saratoga Advantage Trust icon that is located to the left of this screen on the navigation bar to find a summary of each of the Saratoga Portfolios and their managers, as well as each manager's representative clients. The Saratoga managers manage money for many well-known Fortune 500 companies, municipalities, endowment funds, and private foundations. In fact, these managers are usually unavailable to many individual investors due to their high minimum account size requirements. Through the Saratoga Advantage Trust you can access all of these managers without prohibitive account minimums to manage your assets in the same style that brought them their outstanding industry reputations and their prestigious institutional clientele. | |
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Saratoga Advantage Trust |
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