A complete list of active advisors currently associated with Satya Investment Management, LLC
Warmer can help you find a great advisor at Satya Investment Management, LLC or one who fits your needs even better.
Satya Investment Management provides ongoing portfolio management to individual clients, including high‑net‑worth individuals, tailoring Investment Policy Statements to document each client’s goals, time horizon and risk tolerance. The firm offers asset allocation, asset selection, and regular portfolio monitoring on either a discretionary or non‑discretionary basis and reports account activity monthly via the custodian with separate quarterly communications. The firm generally implements a global macro investment strategy using long‑term trading and a mix of charting, fundamental, technical and cyclical analysis, and it invests across mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), TIPS and commodities. Investment decisions are made in accordance with documented risk tolerances and Satya seeks to allocate opportunities fairly across client accounts. Noteworthy features include a requirement that clients custody assets at Charles Schwab & Co. Advisor Services and participation in Schwab’s institutional program, from which the firm receives research and other economic benefits that could present conflicts of interest. Satya manages all assets internally without selecting third‑party advisers and, unusually for an advisor of its size, does not aggregate trades for multiple client accounts, a practice that can affect execution quality.
To learn more about the advisors currently working at Satya Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Leawood, KS
| 15
|
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