Smartleaf Asset Management, LLC (SAM) is a subsidiary of Smartleaf, Inc., whose automated rebalancing workflow platform helps its clients deliver customized tax-efficient portfolios at scale. SAM’s sub-advisory service leverages Smartleaf’s software to automate the management of unified managed accounts, making direct indexes as easy to use as ETFs.
[fa icon="phone"] 857-366-9340
[fa icon="envelope"] sales@smartleafam.com
[fa icon="home"] One Bowdoin Square, 10th Floor
Boston, MA 02114
