01
Your account, in your name.
You open your own futures account at StoneX. Saratoga manages trading through a limited power of attorney, with no general authority to withdraw your funds.
How your account worksSystematic strategies. Built to complement your portfolio.
Our flagship program takes a tactical approach to S&P 500 and Nasdaq-100 futures, through a separately managed account held in your name.
SMA
structure
Separately Managed Accounts
QEP
eligibility · 17 CFR § 4.7
Qualified Eligible Persons
$500,000
minimum account
Subject to advisor discretion
2 / 20
fees · high-water mark
2% management · 20% incentive on net new trading profits above a perpetual high-water mark
01How we work
A defined process. An account you own.
02
Rules for every position.
Trading rules govern entries, exits, and position sizes, with risk limits applied at the account level. The Trading Principal or Compliance may reduce or halt trading, but cannot add risk or force a position.
Explore risk controls03
Statements from the source.
Receive daily account statements directly from StoneX. Saratoga’s reporting adds context to the brokerage record, so you can review both account activity and the advisor’s perspective.
See how reporting works02Tactical Alpha Futures
A tactical approach to equity exposure.
Buying equity-index pullbacks
The program uses quantitative signals to identify oversold conditions and pullbacks in uptrends. It takes long positions in S&P 500 and Nasdaq-100 futures when its entry conditions are met.
Explore the strategy30+
Quantitative sub-strategies
Models evaluate volatility, price trends, and other market signals daily. Their signals combine into one portfolio at the close, with entry, exit, and sizing decisions governed by rules.
Follow the processA role alongside your equities
Designed as a tactical allocation alongside existing equity holdings. Exposure changes with the program’s signals, and results can differ substantially from a fully invested equity portfolio.
Consider the portfolio fit03Program snapshot
Account structure and terms.
Program snapshotTactical Alpha Futures
Advisor
Saratoga Capital Advisors, LLC
Delaware limited liability company · NFA ID 0578068
Program
Tactical Alpha Futures
Tactical long exposure to U.S. equity index futures
Eligible investors
Qualified Eligible Persons
17 CFR § 4.7: institutions, qualified purchasers, and certain qualifying individuals
Account custody
Client-owned account at StoneX
Your account is held directly with StoneX; Saratoga does not custody your assets
Trading authority
Limited Power of Attorney
Trading-only authority; no general withdrawal authority
Fees
2% management · 20% incentive
Annual management fee on nominal trading level. Incentive fee on net new trading profits above a perpetual high-water mark, calculated and crystallized monthly. Fees are negotiable.
Minimum account
$500,000
Subject to advisor discretion
Status
Pre-launch · accepting QEP inquiries
Program materials available on request following QEP qualification
Terms summarized for convenience; the advisory agreement controls.
Take a closer look at the program.
Review the strategy, account terms, and performance information. Materials are provided following confirmation of Qualified Eligible Person status under CFTC Regulation 4.7.
Request materials