US Fiduciary Adds Top Ameriprise Advisor in NYC to its Growing List of FAs
US Fiduciary, Inc, (“USF”) and Jonathan Satovsky are pleased to announce their new relationship in conjunction with the launch of Satovsky Asset Management (“SAM”), a registered investment advisor.
Houston, TX (PRWEB) July 18, 2007 -- US Fiduciary, Inc, (“USF”) and Jonathan Satovsky are pleased to announce their new relationship in conjunction with the launch of Satovsky Asset Management (“SAM”), a registered investment advisor. SAM has selected USF Securities, LP to be the broker-dealer for its newly created entity. Advising to more than $600MM in family assets, SAM recognized the need for the best of breed in every category of service to work with its firm and its clients.
Mr. Satovsky, the new firm’s CEO, has been one of the top financial advisors in the country for Ameriprise for the past 14 years and his decision to start SAM was driven by greater independence to service his clients’ needs for more alternative investments, a more open-architecture investment platform, and the flexible and high-end platform of US Fiduciary. By affiliating with US Fiduciary, Satovsky Asset Management will be positioned to service its clients in the most comprehensive approach to product selection across traditional investment, insurance, and alternative investment solutions. Additionally, SAM will be indifferent to custodial solutions, although he will favor the Fidelity platform, further leveraging US Fiduciary’s relationship with Fidelity Investments.
“I chose to affiliate with US Fiduciary because of their focus on the high-end client and the client’s investment needs. The support and infrastructure USF will provide me related to compliance oversight, operational support, and access to unique investment opportunities for my clients was my motivator to affiliating with US Fiduciary.” comments Satovsky. “US Fiduciary’s approach to building their business is consistent with mine, which is absolutely unique in this market place. I’m very excited to take this step in my career and the service providers I choose are vital to my ongoing success.”
"With his excellent reputation built over the years through his association with Ameriprise, Jonathan Satovsky is an excellent client for US Fiduciary,” said Steven Graubart, US Fiduciary’s Chairman and CEO, “his embrace of fiduciary standards for his clients, his unyielding demand for open architecture and best-ofbreed product and technology selection is inspiring. I am thrilled to be able to offer the support and services to Satovsky Asset Management and further increase our reach in New York City.”
About US Fiduciary, Inc.
US Fiduciary is a boutique financial services firm focused on serving high-end financial advisors and their high net worth and institutional clients. The company’s innovative and integrated offering of Managed Account Solutions, Broker Dealer Solutions, and RIA helps financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit http://www.usfiduciary.com.
About Satovsky Asset Management, LLC
Satovsky Asset Management, LLC a registered investment advisor serving the high net worth and ultra high net worth community. SAM is headquartered at 232 Madison Avenue, Suite 500, New York, NY 10016. 212-584-1900.
Company Contact:
Steven Graubart
US Fiduciary, Inc.
713.341.4701
www.usfiduciary.com
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