Why Smartleaf Asset Management Subadvisory Services?

Client portfolio customization tools

Customization

Social Screens | Custom asset allocation | Custom product choice 

Lower taxes with loss harvesting and gains deferral

Tax Management

Tax-sensitive transition | Tax budgets | Year-round tax loss harvesting |
Taxes Saved Report for each account

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Open Architecture UMA

Any combination of Equities, Mutual Funds and ETFs. | Access to hundreds of third-party equity models, including Smartleaf Asset Management’s direct index Core Portfolios