President and founder Jonathan Fink chose the name Satya Investment Management LLC because Satya is the sanskrit word for truthfulness. Satya also refers to being truthful in one's thought, speech and action. Truthfulness, honesty, character and integrity, provide the foundation of Satya Investment Management. In the end, we are judged by our actions. While exceptional investment performance is a goal for us, we realize that performance cannot be promised or guaranteed, however, our truthfulness, honesty, character and integrity can be.
"PURPOSEFUL INVESTING WITH A MORAL COMPASS"
Satya Investment Management LLC has a commitment to a long term investment approach philosophy. Investment Portfolios are customized for each client to create a personalized investment experience. Satya Investment Management embraces a Global Macro investment strategy. Global Macro is the strategy of investing around the world in developed countries and emerging markets. The strategy is typically based on forecasts and analysis about interest rate trends, the general flow of funds, political changes, government policies, inter-government relations, and other broad systemic factors. By using a Moral Compass, Satya Investment Management strives to invest in companies that make the world a better place and attempts to avoid companies that hurt our planet. Communication is critical for healthy financial relationships and we pride ourselves on client contact. Satya Investment Management financial advisors will conduct quarterly or monthly Portfolio Reviews.
Satya Investment Management LLC is a Wealth Management Company. President Jonathan A. Fink has over a decade of professional experience and has been investing in the capital markets since he was 17 years old. Jonathan earned his BA from Tulane University and his MBA from The Bloch School of Business at the University of Missouri-Kansas City. Jonathan loves yoga, sports, music and geopolitics. Jonathan Perrin is a registered Series 65 professional investment advisor and earned his BA from Oklahoma State University. When not managing money for his clients, Jonathan can be found on a pitcher’s mound, playing baseball with the Milwaukee Brewers organization.