SARATOGA INVESTMENT SOLUTIONS INC.

Overview

Saratoga Investment Solutions Inc. operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. While it does not classify itself as a capital allocator, it serves a diverse client base that includes individuals and families. The firm employs a fee structure that includes hourly charges and fixed fees, allowing for flexibility in its service offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices