LEARN MORE ABOUT US: Satovsky Asset Management is an independent wealth management firm working directly for our clients and managing over $400 million in assets. As a Registered Investment Advisory (RIA) firm, we embrace the highest standard of client care: a fiduciary duty to put our clients’ interests first. We strive to create solutions that enable our clients to meet their financial goals.
What makes Satovsky Asset Management different from other financial advisory firms?
We take a holistic approach to wealth management creating solutions based on our clients’ entire financial picture. We focus on maximizing our clients’ financial success while minimizing their risk. All of our select number of clients work directly with firm owner and principal Jonathan M. Satovsky, CFP, ChFC, CIMA.
Why did you choose to become an RIA?
To offer our clients the highest standard of care in the advisory world: a fiduciary duty, which requires us to act in the best interest of our clients and act with professional prudence and judgment.
What is a CFP?
A CFP® professional is an individual who has a demonstrated level of financial planning technical knowledge, experience in the field and holds to a client-centered code of ethics, regulated by the Certified Financial Planner Board of Standards.
CFP Board’s Let’s Make a Plan Ad Copyright ©2012 Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.
What is a CIMA?
Certified Investment Management Analyst professionals provide objective investment advice and guidance to both individuals and institutions. The CIMA professional integrates a complex body of investment knowledge and applies it systematically and ethically to assist clients in making prudent investment decisions. The CIMA designation belongs to an elite few in the investment profession. It represents the highest level of credibility, integrity, and most importantly, knowledge. Clients seek consultants who reflect the highest level of professionalism combined with financial expertise—all of which the CIMA designation indicates.
What is a ChFC?
The ChFC® prepares an advisor to meet the advanced financial planning needs of individuals, professionals, and small-business owners. A ChFC ® designation provides a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning.
Who are your clients?
We work with a limited number of clients across a broad range of backgrounds who are predisposed to embracing long-term, customized strategies and who value independent, objective and professional advice.
How do you help clients manage risk?
We’ll manage your expectations with ongoing communication, evaluation, monitoring and adjustment based on assessment of risk tolerance. We provide an appraisal of the range of annual outcomes that our clients can anticipate based on expected volatility within financial markets. We manage our portfolios with an eye toward funds that have a solid track record of delivering exceptional returns, with lower than average market risk.
How do you measure client satisfaction?
We care for your financial well-being as if it were our own. This philosophy has led to strong long-standing relationships, which we believe is the greatest testament to the value of our services. When we take on a client, we strive to build a life-long relationship. This approach led to a primarily intergenerational, referral-based practice.
What is MYSAM?
MYSAM offers a unique, secure 24/7 online view of your total family household wealth. Custom designed to provide a detailed view of your total investments, accounts, cash flow, and asset allocation through Black Diamond Performance Reporting™, a provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers. At Satovsky.com, clients log in to MYSAM to access their financial assets managed by Satovsky Asset Management, LLC as well as outside accounts including, but not limited to, pension assets, educational plans, insurance cash value, limited partnerships, stock options and other employee-related benefits.