John K. Dolan

SaratogaRIM specializes in the construction and management of equity portfolios composed of high caliber businesses utilizing common sense investment principles. The firm’s differentiation stems from the disciplined execution of a rigorous, well defined investment process that strictly limits their investable universe to high-quality businesses characterized by strong balance sheets and non-capital-intensive business models.

Dolan uses combinations of indexed ETFs and individual securities to achieve their client's growth objectives. Dolan's investments are concentrated in individual large and mid-cap stocks with a style similar to GARP. They project an expected total return for a 12 to 36 month time horizon for each asset and then again for the entire portfolio versus a risk metric. Horizon returns are based on their proprietary valuation models and earnings growth expectations. Dolan often uses an ETF to capture the dynamics of small capitalization or international indexes. They employ a combination of valuation ranges and market sentiment measures to determine their entry and exit points. The firm's fixed-income portfolio style is one that manages interest rate risk or opportunity by managing the duration of the bond portfolio. They manage performance oriented bond portfolios and income oriented laddered portfolios that are suitable for retirement accounts.

Functions as a College/University

Provides securities brokerage services