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Home 2019-04-05T04:33:22+00:00

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

SAM Video Blog April 12, 2019

Jonathan discusses taxes, 1st Quarter market performance, and the persistency of factors in the markets. He further explains how owning a globally diversified portfolio tilting toward small, cheap, and profitable businesses should benefit investors

SAM Video Blog March 14, 2019

Jonathan discusses mindfulness, March Madness and the math of money. He explains how awareness, discipline and collaboration are essential to building wealth over time.

SAM Video Blog February 14, 2019

Jonathan discusses Valentine's Day loving habits and mindset for investing in profitable businesses for a lifetime.  Concentration to get rich and diversify to stay rich, the simple concept that

SAM Video Blog January 18, 2019

Jonathan discusses principles from late Vanguard founder Jack Bogle, reviews asset class performances in 2018, and adds context to the performance of cash in long term investors' portfolios.

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