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Sub-Advised Portfolio Management Without Compromise

Manage every portfolio without compromise. Spend more time with clients.

Expert tax management | Sophisticated transition | ESG/SRI screens | Open architecture UMA | Direct indexes | Documented Tax Savings | Unified Managed Householding | Your asset allocation | Your product choices

Learn More

Sub-Advised Portfolio Management Without Compromise

Manage every portfolio without compromise. Spend more time with clients.

Expert Tax Management | Sophisticated Transition | ESG/SRI Screens | Open Architecture Unified Managed Account (UMA) | Direct Indexes | Documented Tax Savings | Unified Managed Householding (UMH) | Your Asset Allocation | Your Product Choices

 

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Interview with RIA Channel

Smartleaf Asset Management: A New Kind Of Subadvisor

Our president, Gerard Michael, joined Julie Cooling, Founder & CEO, of RIA Channel, to discuss what sets Smartleaf apart from other subadvisors, and how advisors can leverage Smartleaf’s platform to deliver scalable customization and tax management to their clients.

About Us

Smartleaf Asset Management, LLC (SAM) is a subsidiary of Smartleaf, Inc., whose automated rebalancing workflow platform helps its clients deliver customized tax-efficient portfolios at scale. SAM’s sub-advisory service leverages Smartleaf’s software to automate the management of unified managed accounts, making direct indexes as easy to use as ETFs.

 

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