Satish Mehta, CFM

Wealth Manager

Satish Mehta is known for providing wealth of advice and a tradition of integrity. Together with you, we will discuss your personal financial needs. The process begins with understanding your risk profile, time frame of investing, tax efficiency, cash flow needs, …. Primarily responsible for managing client assets through investment strategies that are suitable.

Provides a strategy of investing, keeping in view diversification to reduce risk, through up to date knowledge of markets – worldwide, always critiquing and assessing market risks, dynamically overseeing client portfolios in the light of individual goals and objectives.

Discusses your new needs as your situation changes, and adjust your portfolios as appropriate. Client portfolios include mutual funds, ETF's, individual stocks(both common stocks and preferreds) and fixed income instruments such as corporate bonds, convertibles, floating rate funds, high yield funds and municipal bonds.

Strategies are available for the long term investors, to invest in dividend paying stocks & ETF's with an opportunity to 'write covered calls' and collect option call premiums. That could be a way to preserve, protect and grow your portfolios by holding securities for the longer term. With these portfolios, you are collecting dividends from world class companies and also 'covered call premiums. These portfolios are monitored dynamically.

Diversification, to reduce risk, is accomplished through asset allocation. The equity portion is determined by allocating between domestic and international equities. Similarly, the fixed income portion is allocated between domestic and international bonds of developed and emerging markets.

Based on your preferences, we will even exclude certain equity holdings & securities in your portfolios. Each client will have a personalized  portfolio and will receive diligent investment management and meticulous service.

Specializing in sustained income for years and years for the seniors in retirement. The basic strategy is to preserve, protect and grow client assets and provide regular income stream. This approach includes and is not limited to variable annuities. This asset class provides guaranteed downside protection and an income stream that you cannot outlive. The underlying securities range from multi-cap, multi-styled equities, both in domestic and international markets, selected to meet the investment criteria for each account.

He holds the Series 65 as well as state Life and  Annuities Insurance licenses.

Certified Financial Manager – Merrill Lynch

Past President - Rotary Inernational Club, Elmsford, NY

Past President – Ethical Culture Society of Westchester

Past President – Hindu Prayer Group – Arya Samaj of Suburban NY

He lives with his wife in Scarsdale, NY. They have three children, all married, and professionals in corporate America.

Phone 914-455-4000
Fax 914-455-4003
Mobile Phone 914-329-5319