Saratoga Investment Solutions Inc.

Overview

Saratoga Investment Solutions Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families and provides financial planning and portfolio management for individuals and small business clients. Its fee model is not asset-based; the firm charges fixed fees and hourly fees rather than a percentage-of-assets structure. The adviser does not describe itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices