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Core Portfolios

Outsourced Portfolio Management Without Compromise

We manage portfolios for you and provide every account, even the smallest, with daily account analysis, unlimited customization, and extraordinary tax optimization.

Your asset allocation. Your product choice. Even your own models.

Welcome to SAM

(Smartleaf Asset Management)

At SAM, nothing is more valuable than your time with your clients.

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 Sensitive Transitioning

Tax budgets and automated substitutions.

Sophisticated Tax Management

Risk sensitive gains-deferral and year-round tax loss harvesting.

Unlimited Customization

Custom asset allocation, custom product choices, and sector & security restrictions.

Direct Indexing

Utilize Smartleaf Asset Management’s direct index Core Portfolios or 3rd-party direct indexes.

Flexible Open Architecture UMA

Any combination of ETFs, Mutual Funds, and Equities
Robust 3rd party Model Hub
Option to use your asset allocation, your product choices, even your proprietary models

Responsible Investing

Environmental, social, governance screens.

Document Your Value

Show every client

How much you’ve saved them in taxes
That every account is reviewed everyday and managed in a consistent and professional manner to meet the individualized needs of each client

Superior Portfolio Management For Your Clients

Contact us to learn more.

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.

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