Jonathan recognized as a Five Star Wealth Manager for the third consecutive year
Jonathan recognized as a Five Star Wealth Manager for the third consecutive year
Five Star Professional
Jonathan has been recognized as a Five Star Wealth Manager for 2015, the third consecutive year. The award was given by Five Star Professional, which conducts market-specific research throughout the U.S. and Canada to identify reputable and trustworthy service professionals. Research results undergo a thorough regulatory review, and the award is given to no more than 7 percent of wealth managers in any particular market each year.
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Disclosures
This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market indata. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.
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