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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 July 26, 2019

Jonathan Satovsky hosts a Summer School class on the benefits of focusing the mind on investing in small and profitable businesses for the long-term; especially as life expectancy continues to increase.

SAM Video Blog June 27, 2019

Jonathan M. Satovsky discusses the benefit of people reflecting on their behavior and balancing the here and now with the later, for an abundant future.

SAM Video Blog May 14, 2019

In honor of Mother’s Day, Jonathan discusses women and their role in investing in our culture. He also explains how patience in current market conditions will lead to investor

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

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