Tailor your clients' portfolios by adding security constraints and tax budget.
Coming soon: social constraints, tilts on capitalization, style, and sector.
Lower taxes through year-round loss harvesting and risk-managed gains deferral.
Clients can use net losses to offset other gains in the portfolio.
We'll keep low-basis stock if it fits with the strategy.
Why buy Exxon if your client already owns Shell?
Lower costs compared to active strategies and most ETFs.
Smartleaf Asset Management was founded in 2014 to offer wealth management that leverages the sophisticated tax, risk and customization analytics of its parent company, Smartleaf.
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