Saratoga Capital

Saratoga Capital Management, LLC is a Securities and Exchange Commission (SEC) registered investment advisor that specializes in asset allocation strategies and the evaluation of institutional money managers. The firm delivers its services primarily through the Saratoga Advantage Trust, a family of institutionally managed mutual funds. These funds are designed to provide individual investors with access to professional money management typically reserved for larger institutional clients, without the prohibitive account minimums. Saratoga Capital Management, LLC offers a range of mutual funds, including equity, fixed income, and allocation funds, catering to various investment preferences from conservative to aggressive.

Founded on May 10, 1994, Saratoga Capital Management, LLC is headquartered in Phoenix, Arizona. The firm was established by Bruce Ventimiglia, who serves as Chairman and CEO, and co-founded with Stephen Ventimiglia, the Vice Chairman and CIO. Jonathan Ventimiglia holds the position of President. The senior executives bring extensive experience from various financial arenas, contributing to the firm's long-standing presence in the investment management industry. Their expertise includes developing proprietary economic research indices and asset allocation model portfolios.

The firm's investment approach is rooted in comprehensive economic research, utilizing a proprietary toolkit called MIVI (Monetary Policy, Interest Rates, Valuations, Inflation Statistics) to analyze capital markets and guide asset allocation decisions. This data-driven methodology helps Saratoga Capital Management, LLC determine optimal weightings across different economic sectors, such as large capitalization growth, financial services, and international equity, in response to prevailing economic conditions. The firm's commitment to disciplined strategies and active management aims to deliver long-term value for its investors.

Saratoga Capital Management, LLC focuses on providing its asset allocation and institutional money management services to investment firms and retail investors across the United States. The firm's mutual funds are distributed by Northern Lights Distributors, LLC, and the assets of the Saratoga Advantage Trust are custodied by the Bank of New York Mellon. As of March 25, 2025, Saratoga Capital Management, LLC managed approximately $149.6 million in client assets.