Saratoga Moderately Conservative Balanced Fund
Fund Facts
Inception
January 2, 2018
Fund Type
Asset Allocation
Minimum Investment
$2,500
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SMICX
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SMACX
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SBCCX
Institutional Advisor
Saratoga Capital Management, LLC
About Saratoga
Saratoga Capital Management, LLC is a Securities and Exchange Commission registered investment advisor specializing in asset allocation strategies and the evaluation of institutional money managers. Saratoga is a Delaware limited liability company that was founded on May 10, 1994. The firm is headquartered in Phoenix, Arizona. The senior executives of Saratoga have extensive experience in a broad array of financial arenas. Saratoga currently provides its asset allocation and institutional money management services to investment firms located across the United States. Saratoga delivers its services through the mutual fund family that it manages, The Saratoga Advantage Trust.
Investment Style
Saratoga Capital Management, LLC believes that asset allocation strategies should change when the economy experiences major changes. As the economy moves between phases such as full-growth, slow-growth, recession and emerging, Saratoga considers changes to its asset allocation strategies. This brand of asset allocation is referred to as Dynamic Asset Allocation. Dynamic Asset Allocation recognizes that the overall economy is fluid, and is comprised of numerous economic sectors. Saratoga regularly evaluates how individual economic sectors are effecting the general economy in order to develop our asset allocation parameters. After these parameters are established, Saratoga combines them with a range of investor preferences to develop our set of asset allocation models.
To learn more about Saratoga's dynamic asset allocation process, click here.
The Saratoga Asset Allocation Fund Suite
