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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

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 many business owners and executives

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.

SAM Video Blog December 13, 2018

“The Federal Reserve, Fears about the Market, and Financial Planning in 2019”: Jonathan M Satovsky discusses the Federal Reserve's upcoming December meeting and what it could mean for the

SAM Video Blog November 21, 2018

"Thanksgiving Day Gratitude / Investment Advice": Jonathan discusses investing in the Markets vs. Cash - maintaining a long term investment perspective. Metrics on business / stock ownership vs. cash. Jonathan

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