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Core Portfolios

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

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 fully owned subsidiary of Smartleaf, Inc, whose automated rebalancing workflow platform helps its clients deliver customized, tax-optimized portfolios at scale. SAM is an SEC-Registered Investment Advisor that operates Smartleaf Inc. software to automate unified managed account rebalancing and trade execution services.

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Contact Us

[fa icon="phone"] 857-366-9340

[fa icon="envelope"] sales@smartleafam.com

[fa icon="home"] One Bowdoin Square, 10th Floor

Boston, MA 02114

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