Great Speculations Contributors
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About Me
I built my reputation by focusing on four principles: professionalism, personal client relationships, thorough research and customized solutions that strive to maximize returns and minimize risk. My focus is on understanding each client’s unique vision, goals and preferences and aligning advice and portfolio structure in a custom-tailored manner to help clients achieve financial peace of mind.
Continually seeking opportunities to enhance the value I bring to clients’ lives, I obtained the designation of Certified Financial Planner (CFP). I also became a Chartered Financial Consultant (ChFC) as well as a Certified Investment Management Analyst (CIMA). I attended The Wharton School in their private Wealth Management Program. Since 1998, I have been an active member in the Institute for Private Investors, an organization focused on financial education, financial literacy and awareness of individuals with substantial wealth. Today, Satovsky Asset Management manages more than $380 million for some 200 families.
Professional
I'm Known For...
focusing on four principles: professionalism, personal client relationships, thorough research and customized solutions that strive to maximize returns and minimize risk
My Other Website
www.satovsky.com
Personal
What I'm Currently Addicted To...
being present
This Is Making Me Worry...
sustainability
This Is Bringing Me Joy...
laughter
I'm Running From...
stress
This Is Helping Me Create...
clarity through the clutter
Can't Do Without
sleep
