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Satovsky Asset Management, LLC

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Satovsky Asset Management, LLC

Overview:

Led by Jonathan M. Satovsky, an experienced financial planning professional, Satovsky Asset Management, LLC (SAM) offers its clients something different than many other firms.

Tailored Solutions
As an independent boutique advisory firm, SAM is not tied to any one provider – which means we answer to no one but you and always strive to put your best interests first. With clients from Wall Street to London to Singapore, we start from the premise that no two clients are alike and that every situation deserves a fresh perspective. That’s why we begin each client relationship by listening closely to what you want, what you need and what you hope for. Based on what we learn, we will create a portfolio that meets your unique needs and personal investment goals.

A Unique Relationship
As a Registered Investment Advisor, SAM offers what few others can – an unbiased relationship. We embrace the highest standards of care, characterized by good faith, honesty, integrity and loyalty. In this sense, our relationship with you is both ongoing and highly collaborative. We are always keeping a watchful eye over your portfolio, protecting and nurturing your assets while also bringing you innovative ideas and strategies to fine-tune your financial plan as your needs change and your vision unfolds.

Flawless Service
We combine our understanding of your needs and our responsibility to you with an unwavering commitment to exceptional service. That means when you call, your questions are answered promptly, thoroughly and thoughtfully. Beyond this, SAM offers you the experience of a team of seasoned financial professionals, as well as access to the latest technologies – all of which enables us to bring new insights and complete objectivity to the financial planning process.

In essence, our primary goal – our only goal – is to enrich your life by helping you stay focused on where you are going. To do that, we care for your financial wellbeing as if it were our own. And it is this philosophy that has led to the strong, long-standing client relationships that are our hallmark.

Minimum Investable Assets: $1 million

Net Worth of largest client: $50 million

Asset Under Management: $600 million

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