We provide a cutting edge rebalancing service that allows you to have more valuable time with clients, while delivering exceptional portfolio management.
Provide ultra high net worth clients with the sophisticated portfolio management that they demand. Efficiently and inexpensively manage small accounts with the same level of service you want to provide your ultra high net worth accounts.
Tax budgets and automated substitutions.
Risk sensitive gains-deferral and year-round tax loss harvesting.
Custom asset allocation, custom product choices, and sector & security restrictions.
Utilize Smartleaf Asset Management’s direct index Core Portfolios or 3rd-party direct indexes.
Environmental, social, governance screens.
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.
[fa icon="phone"] 857-366-9340
[fa icon="envelope"] sales@smartleafam.com
[fa icon="home"] One Bowdoin Square, 10th Floor
Boston, MA 02114