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
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 and tax-optimized portfolios simple. Really simple. To learn more contact us at sales@smartleafAM.com.
[fa icon="phone"] 857-366-9340
[fa icon="envelope"] firstname.lastname@example.org
[fa icon="home"] One Bowdoin Square, 10th Floor
Boston, MA 02114