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Satovsky Asset Management (SAM) is a New York City based boutique independent registered investment advisory (RIA) firm. We serve the financial needs of sophisticated multi-generational families, business owners, endowments, pensions, 401(k) plans, charitable institutions and individuals around the world. Our holistic, personal approach to wealth management considers your entire financial picture and enables us to create an investment structure aligned to your unique set of goals. We embrace solutions leveraging the latest in digital technology as well as a more traditional investment experience.

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SAM Video Blog January 30, 2018

Jonathan discusses trust in equity markets and the myth of the best investment strategy.

SAM Video Blog December 20, 2017

Jonathan discusses the impact of the new tax reform legislation as well as our updated cyber-security policies.

SAM Video Blog November 21, 2017

Jonathan discusses positive global trends, negative news coverage, and research on sustainable investing strategies.