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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 September 5, 2019

Jonathan M Satovsky discusses how headlines and investor pessimism leads to flows into “safe” investments, equity outperformance over time in US and foreign markets, and planting seeds for the future.

SAM Video Blog August 27, 2019

Jonathan M Satovsky discusses how in periods of high volatility, we should ride the wave by leveraging Tax-Loss Harvesting to create tax credits that may otherwise be ignored.

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

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.

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