VALUE PROPOSITION

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.

  • Some people are so poor all they have is money.

    — Bob Marley —

 

Our Approach

"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.

  • It is health that is real wealth and not pieces of gold and silver.

    — Gandhi —

 

Give Back

Satya Give Back Program

As an investment advisory firm, our primary goal is to make money, however, we also want to make a difference. We hope to make a difference with our Satya Give Back Program. At Satya, we are committed to donating 10% of our annual revenue from each client to the charity of their choice. At the end of each calendar year, Satya will list the various charities our clients have helped us donate to on this webpage. The Satya Give Back Program brings new meaning to our mantra “Purposeful Investing with a Moral Compass.” For a list of Top Rated Charities, see link: charitywatch.org

  • They got money for wars but they can’t feed the poor.

    — Tupac Shakur —

ABOUT US

Satya Investment Management LLC is a Wealth Management Company. President Jonathan Fink has over a decade of professional experience and has been investing in the capital markets since he was 17 years old.

  • Don’t get so busy making a living that you forget to make a life.

    — Dolly Parton —

contact us

We'd really love to hear from you so send us an email and we'll get back to you as soon as we can.

Your Name (required)

Your Email (required)

Subject

Your Message

  • If anything is worth doing, do it with all your heart.

    — Buddha —
  • I thank you for your part in my journey.

    — —
Back to Top