PHILOSOPHY: We serve clients around the world, starting from the premise that no two clients are alike, that true financial success can only be achieved by considering our clients’ complete financial picture, and that every situation deserves a fresh perspective.
We hold ourselves to the highest level of professional competence and integrity, adhere to professional codes of ethics and conduct, and constantly seek to expand our knowledge base in order to best serve our clients. We have earned a rock-solid reputation for managing our clients’ finances and assets with integrity and caring for their financial well being in both a personal and professional manner.
Satovsky Asset Management is an independent Registered Investment Advisory (RIA) firm. Not being tied to any one provider allows us to put our clients’ best interests first.
Personalized Client Relationships
Through direct access to our staff, including the firm principal Jonathan Satovsky, our clients receive the highest level of personalized care. In addition to our professional management and monitoring of our clients’ investment portfolios, we stay in regular contact with our clients to make any necessary changes to their financial plans as their needs and/or vision changes. Going forward we offer innovative new ideas and strategies.
We combine our understanding of each client’s unique needs and our fiduciary responsibility to them, with an unwavering commitment to exceptional client service. That means when clients call, their questions are answered promptly, and their concerns are addressed thoroughly and thoughtfully. Our goal is to enrich each client’s life by providing peace of mind, and helping them stay focused on the big picture. We care for our clients’ financial well-being as if it were our own. This approach has led to the long-standing client relationships that are our hallmark today, and our stellar reputation for unparalleled client service.