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INNOVATIVE WEALTH MANAGEMENT

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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LATEST POSTS

May 22, 2020: Attitudes – Analysis – Abundance

This week on the SAM video blog, Jonathan discusses how Attitudes lead to more reflective Analysis. This helps foster an effort to craft a life of long-term Abundance!   At SAM our dedicated team of professionals

May 15, 2020: Fighting Fear with Facts

This week on the blog, Jonathan discusses the importance of fighting fear with facts in regards to current market activity. At SAM our dedicated team of professionals consider it

May 8, 2020: Q1 Town Hall Webinar

The SAM team came together with clients and colleagues to address current market events outlined in the SAM Q1 Quarterly Letter, discuss the importance of staying the course during times of

April 14, 2020: Change, Perspective & Market Timing

On the blog this week, Jonathan shares important lessons on Change, Perspective and Market Timing to foster a mindset of abundance and investing with confidence.   At SAM our dedicated

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