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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

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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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[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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