Interview with RIA Channel

Smartleaf Asset Management: A New Kind Of Subadvisor

Our president, Gerard Michael, joined Julie Cooling, Founder & CEO, of RIA Channel, to discuss what sets Smartleaf apart from other subadvisors, and how advisors can leverage Smartleaf’s platform to deliver scalable customization and tax management to their clients.

About Us

Smartleaf Asset Management, LLC (“SAM”) is a subsidiary of Smartleaf, Inc. SAM leverages Smartleaf’s automated rebalancing platform to provide wealth advisors with the ability to outsource the management of highly customized, tax-optimized portfolios, including those with direct index cores. SAM’s mission is to make managing personalized portfolios simple. Really simple. To learn more contact us at sales@smartleafAM.com.

 

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