---
title: Smartleaf Asset Management - SAM
description: Discover Smartleaf Asset Management, an SEC-Registered Investment Advisor that provides automated tax-managed, index-based separately managed accounts.
---

[![SAM-logo](https://f.hubspotusercontent10.net/hub/458110/hubfs/SAM%20Logo%20Blue.png?width=9230&height=3940&name=SAM%20Logo%20Blue.png "SAM-logo")](https://www.smartleafam.com/?hsLang=en)

- [Our Service](https://www.smartleafam.com/our-service) 
    - [Using SAM](https://www.smartleafam.com/our-service)
    - [SAM's Direct Index Models](https://www.smartleafam.com/direct-index-models-form)
    - [Tax Management](https://www.smartleafam.com/tax-management)
    - [Advisor Portal](https://www.smartleafam.com/advisor-portal)
- Solutions 
    - [For Bank Trusts](https://www.smartleafam.com/solutions-for-bank-trusts)
    - [For RIAs](https://www.smartleafam.com/solutions-for-rias)
    - [For Asset Managers](https://www.smartleafam.com/asset-manager-partnership-program)
- Resources 
    - [Blog & News](https://www.smartleafam.com/news)
    - [Subscribe for Updates](https://www.smartleafam.com/subscribe-to-sam-news)
    - Downloadable Resources 
          - [Overview](https://www.smartleafam.com/overview)
          - [The Estimated Taxes Saved or Deferred Report](https://www.smartleafam.com/estimated-taxes-saved-or-deferred-report)
    - FAQs 
          - [Investment Products & Asset Allocations](https://www.smartleafam.com/faqs)
          - [Direct Indexing](https://www.smartleafam.com/direct-indexing-faq)
- Investment Strategies 
    - Asset Allocation Models 
          - [Morningstar](https://www.smartleafam.com/morningstar)
    - Security Models 
          - [Model Distribution Service](https://www.smartleafam.com/mds)
- [About Us](https://www.smartleafam.com/about-us)
- [Schedule a Demo](https://www.smartleafam.com/contact-us)

**

![SAM-Blue-Leaf](https://www.smartleafam.com/hs-fs/hubfs/SAM%20Migration%20Files/www.smartleafam.comhubfsBlue%20Leaf%20Banner-1-1.png?width=1500&name=www.smartleafam.comhubfsBlue%20Leaf%20Banner-1-1.png "SAM-Blue-Leaf")

# Begin Here. Go Anywhere.

### Get started on the HubSpot COS with this simple, powerful theme. Customize your site with drag-and-drop modules or code it by hand. Once you get started, there's no telling where you might go.

### Available to Investment Professionals on Interactive Brokers

## Personalized & Tax-Optimized

## Portfolios Made Simple

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

Expert Tax Management Sophisticated TransitionESG/SRI ScreensOpen Architecture Unified Managed Account (UMA)Direct IndexesDocumented Tax SavingsUnified Managed Householding (UMH)Your Asset AllocationYour Product Choices

 

[![Learn More](https://no-cache.hubspot.com/cta/default/303617/f05dac4c-486f-4b80-830a-fa67287f82b8.png)](https://cta-redirect.hubspot.com/cta/redirect/303617/f05dac4c-486f-4b80-830a-fa67287f82b8)

## Demo Video: The Advisor Portal

See how simple portfolio personalization can be.

[![Learn More](https://no-cache.hubspot.com/cta/default/303617/096e3a61-9ded-4946-b45b-c8ea7ffefaef.png)](https://cta-redirect.hubspot.com/cta/redirect/303617/096e3a61-9ded-4946-b45b-c8ea7ffefaef)

## Custodial Integrations

![placeholder_200x200](https://static.hubspot.com/final/img/content/email-template-images/placeholder_200x200.png "placeholder_200x200")

![placeholder_200x200](https://static.hubspot.com/final/img/content/email-template-images/placeholder_200x200.png "placeholder_200x200")

![placeholder_200x200](https://static.hubspot.com/final/img/content/email-template-images/placeholder_200x200.png "placeholder_200x200")

## In 2023, the clients of Smartleaf Asset Management users saved or deferred an average 1.68% in taxes

[![Read the full report](https://no-cache.hubspot.com/cta/default/303617/b7d0da31-d393-480a-94b1-b1284d10da7a.png)](https://cta-redirect.hubspot.com/cta/redirect/303617/b7d0da31-d393-480a-94b1-b1284d10da7a)

 

 

### Interview with RIA Channel

Jerry Michael, President of SAM and SAM's parent company, Smartleaf, Inc., joined Keith Black, Managing Director of RIA Channel, to share stories of how Smartleaf technology, the technology used by SAM, has enabled other advisory firms to deliver personalization and tax-optimization at scale — and how this has changed their businesses.

#### About Us

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.  

[Learn More [fa icon="long-arrow-right"]](https://www.smartleafam.com/about-us?hsLang=en)

#### More Links

[Direct Index Models](https://www.smartleafam.com/direct-index-models-form?hsLang=en)  
[About ](http://smartleafam.com/about-us)  
[Contact](http://smartleafam.com/contact-us/)  
[Privacy Notice  
](http://smartleafam.com/privacy-notice)[Form ADV](https://adviserinfo.sec.gov/firm/summary/172273)

#### Contact Us

[fa icon="phone"]  857-366-9340

[fa icon="envelope"]  [sales@smartleafam.com](mailto:sales@smartleafam.com)

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

Boston, MA 02114

Copyright 2024

[[fa icon="chevron-up"]](https://www.smartleafam.com#)

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