Satovsky Asset Management (SAM) was established in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships. By focusing on the little things, and coaching our clients every step of the way, we have proudly grown the SAM family to serve high-net worth individuals, multi-generational families, and institutions around the world.
At SAM, every client works with the firm, never with one individual. Our diverse team of professionals collaborate to bring innovative thinking, technical expertise, and a shared passion for improving people’s lives to everything we do.
We passionately believe in the value of philanthropy and playing an active role in our community. Each year a portion of our annual profits is gifted to charitable causes, community programs and global impact initiatives.