Saratoga Conservative
Balanced Model
There are three ways to use Saratoga’s asset allocation models
Saratoga’S Allocation Mutual Funds
Third-Party
TAMPs
Saratoga’s Direct Model Program
Conservative Balanced
Saratoga Capital Management, LLC's Conservative Balanced Model, also known as Model 149, began in September of 1994. To request a copy of the model's current quarterly model profile, please click the image to the right.
Click the image to receive the Allocation Model Profile
Saratoga Asset Allocation Model Lineup
Asset Allocation Model Disclosure
Asset allocation models are provided for informational purposes only. Investors interested in using these asset allocation models should consult an investment advisor who can provide individualized advice on how to employ the models and what investment vehicles may be appropriate to use inside of them. Where displayed, performance is model performance; it is not specific to any given investor or composite of investors; past performance is no guarantee of future performance.
Saratoga's asset allocation models are subject to change without notice.
All investment methodologies and strategies have risks, both general and strategy-specific, including the risk of loss of principal investment. Asset allocation does not guarantee against a loss.
Information herein was obtained from recognized statistical services and other sources believed to be reliable, however we cannot make any representation as to its completeness or accuracy.