For a sixth consecutive year, Satori Capital was honored with a “Best Places to Work in Money Management” award from Pensions & Investments magazine. This year, Satori ranked third in the small employer category, which includes firms with 20 to 49 employees. Overall, more than 90 firms were included in the 2020 rankings.

The P&I program, now in its ninth year, identifies and recognizes companies in the money management industry that stand out for their efforts to create high-performance cultures.  P&I partnered with Best Companies Group, an independent research firm, to assess firms through surveys that evaluated factors such as employee engagement and satisfaction, workplace policies and practices, benefits, and demographics. View the full list of honorees here.

“In this very unusual year, we learned again that employers that consider the overall wellbeing of their employees are regarded well,” said P&I editor Amy B. Resnick. “The best employers in 2020 are those that have stepped up with policies and practices to support and protect employees’ physical and emotional health, while continuing to keep the focus on clients’ needs.”

Satori was recognized for a number of initiatives within its “Optimal Living” program and for how it adapted those initiatives during the pandemic. For example, Satori regularly provides free, healthy, chef-prepared lunches for team members, and during the pandemic, it is delivering those meals to employees’ homes each week. Satori also shifted its usual meditation sessions and group fitness classes to virtual formats, and it continued providing an annual wellness allowance of $1,000 per team member. The P&I profile on Satori also highlighted the firm’s “Satori Serves” program, noting that it “organizes regular charitable activities for team members, such as serving breakfast at the Ronald McDonald House of Dallas, sorting donations at the Tarrant Area Food Bank, and creating ‘blessing bags’ filled with toiletries and non-perishable food items to benefit the homeless.”

The profile on Satori in P&I‘s December 14, 2020, issue includes the following quotations from the anonymous employee survey:

Satori is never satisfied with the status quo or “good enough.” We have a culture of constant improvement in every aspect of our work: investment returns, work-life balance, employee benefits and perks, etc.


Everyone at Satori has a voice. If you have an idea and the justification and research behind why an idea is good, it will most likely be implemented…. If it will make your life or the life of others better, you can almost guarantee Satori will jump at that opportunity.

The P&I award is one of several Satori has received for workplace excellence. In addition to winning the P&I award in the five previous years, the firm has been named to the “Best Companies to Work for in Fort Worth” list by Fort Worth Inc. magazine every year since 2016, and to the Dallas Business Journal‘s “Best Places to Work in North Texas” list in 2017, 2019, and 2020. Satori also ranked fourth in the 2019 and 2020 “100 Best Companies to Work for in Texas,” a program created by Texas Monthly, the Texas Association of Business, the Texas Society for Human Resource Management, and Best Companies Group.

Disclaimer: The Best Places to Work in Money Management honor is awarded by Pensions & Investments magazine to businesses in the financial services industry, including Satori Capital. Winners were assessed through an anonymous employee survey that measured key areas of an organization’s culture ranging from compensation and benefits to trust in senior leadership. Similar independent employee surveys were conducted for the FW Inc. magazine, Dallas Business Journal, and Texas Monthly awards. Satori Capital did not pay to participate in any ranking, and employee participation in all surveys was completely voluntary.