Home matt 2018-04-03T19:42:07+00:00

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.

OUR UNIQUE APPROACH

Alignment

As an independent investment advisory firm, our main priority is to align our interests with those of our clients. We take a long-term approach to investing with the goal of achieving optimal returns over time.

Curated Portfolios

We believe in providing truly personal financial advice tailored to each client’s established goals. Asking the right questions enables us to clearly identify your true vision.

Mindful Strategies

We are mindful of the gap between investor and investment returns known as the behavior gap. We help our clients focus on what is really important – meeting financial goals while avoiding common pitfalls.

How We Help

LATEST POSTS

“Halloween Hysteria: The Market’s Trick is Your Treat!”: Jonathan M Satovsky discusses recent investor sentiment in the markets, reframes it in context of historical intra-year market movement, and shows that the hysteria of short-term

brianv 2018-09-28T22:07:22+00:00

SAM Video Blog September 28, 2018

“Lehman, the Lottery, and the Long View”: Jonathan M Satovsky discusses markets 10 years after the Lehman Brothers collapse, describes how consumers' lottery habits hurt them, and explains his emphasis

brianv 2018-08-30T15:50:14+00:00

SAM Video Blog August 30, 2018

“Markets, Mindset, and the Middle Way”: Jonathan M Satovsky discusses return attribution in the domestic financial markets, explains the middle way for investors, and adds context to recent emerging

Joe T 2018-09-02T04:05:19+00:00

SAM Video Blog July 25, 2018

“Travel, Emerging Markets, and Breaking Through the Noise”: Jonathan M Satovsky discusses recent global market performance, demographic trends in emerging markets, and the ability to break free from daily

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