SAM - Smartleaf Asset Management

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

Morningstar asset allocation and core beta indexes are included in SAM's base offering at no additional cost.

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

Sub-Advised Portfolio Management Without Compromise

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

Interview with RIA Channel

Smartleaf Asset Management: A New Kind Of Subadvisor

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