Smartleaf Asset Management offers its clients access to third party investment models and strategies via our open-architecture Model Distribution Service. SAM will work with the provider to onboard and update the models for use by our clients directly with SAM's sub-advisory service. SAM handles the billing based on the model providers' fee structure, streamlining the process for both SAM clients and the third-party model providers. The model providers listed on our website have authorized us to do so, and there are additional models available to active SAM clients. SAM does not provide due diligence or confirm suitability for any of the model providers.
Showing:
Firm | Model | Type | Contact |
---|---|---|---|
Advisors Capital Management | Small/Mid Cap (SMID) Core | Equity |
Michael Lieberman
michael@advisorscenter.com
201-447-3400
|
Alpha Vee | Risk Managed Top 5 Sector Equities & Treasury Bonds | Asset Allocation, Equity, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed Top 5 Sector ETFs & Treasuries | Asset Allocation, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed SMID Top 5 Sector Equities | Asset Allocation, Equity, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed US Equity & Treasury Bonds | Asset Allocation, Equity, ETF |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Quality Yield | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | U.S. Large Cap Dividend 100 | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | U.S. Large Cap 100 | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Green Transportation | Equity, ESG |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed Enhanced US Equity | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | Risk Managed Mid Cap | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alpha Vee | US Mega Cap | Equity |
Leigh Eichel
leigh@alphavee.com
617-212-8691
|
Alta Capital Mgt | All Cap Quality Growth Composite | Equity |
Andrew Schaffernoth
aschaffernoth@altacapital.com
804.423.9000
|
Alta Capital Mgt | Large Cap Quality Growth Composite | Equity |
Andrew Schaffernoth
aschaffernoth@altacapital.com
804.423.9000
|
Applied Finance Capital Management, LLC | Valuation 50 | Equity |
Chris Austin
ca@appliedfinance.com
559-892-0401
|
Applied Finance Capital Management, LLC | Valuation Dividend | Equity |
Chris Austin
ca@appliedfinance.com
559-892-0401
|
Applied Finance Capital Management, LLC | Valuation Delta | Equity |
Chris Austin
ca@appliedfinance.com
559-892-0401
|
Argus Investors Counsel, Inc. | Argus Innovators | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus U.S. ESG | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus Dividend Growers | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus Equity Income | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argust Growth & Income | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus Growth | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus International Dividend | ADR |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Argus Investors Counsel, Inc. | Argus Minimum Volatility | Equity |
Richard Ciuba
rciuba@argusresearch.com
646-747-5439
|
Becker Capital Mgt Inc. | Becker Large Cap Value | Equity |
Andy Murray
amurray@beckercap.com |
Brown Advisory LLC | Equity Income | Equity |
Christopher Hourihan
chourihan@brownadvisory.com |
Brown Advisory LLC | Large Cap Growth | Equity |
Christopher Hourihan
chourihan@brownadvisory.com |
Brown Advisory LLC | Large-Cap Sustainable Growth | Equity |
Christopher Hourihan
chourihan@brownadvisory.com |
Brown Advisory LLC | Flexible Equity | Equity |
Christopher Hourihan
chourihan@brownadvisory.com |
C.S. McKee | Large Cap Core | Equity |
Robert Rossi
rrossi@csmckee.com
412-849-1246
|
Cedargold | Austrian Economics ESG | ESG |
Richard Bonugli
richard.bonugli@cedarportfolio.com
(416) 786-5507
|
Coho Partners, Ltd | Relative Value ESG | Equity, ESG |
Wayne LeSage, Jr., CFA
wlesage@cohopartners.com
610-981-4430
|
Coho Partners, Ltd | Relative Value Equity | Equity |
Wayne LeSage, Jr., CFA
wlesage@cohopartners.com
610-981-4430
|
Congress Asset Management | Large Cap Growth | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
Congress Asset Management | SMID Growth | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
Congress Asset Management | Small Cap Growth | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
Congress Asset Management | Large Cap Balanced | Asset Allocation |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
Congress Asset Management | Mid Cap Growth | Equity |
Tony Pacheco
tpacheco@congressasset.com
(774) 239-8757
|
CQL Capital Management LLC | CQL Small Cap Core | Equity, ESG |
Daniel J. Cross
dancross@cqlcap.com
(617) 429-6340
|
Dana Investment Advisors | Large Cap Equity | Equity |
John Mueller
JohnM@danainvestment.com |
Dana Investment Advisors | Domestic Large Cap Growth | Equity |
John Mueller
JohnM@danainvestment.com |
Dana Investment Advisors | Domestic Large Cap Value | Equity |
John Mueller
JohnM@danainvestment.com |
Dana Investment Advisors | Small Cap Equity | Equity |
John Mueller
JohnM@danainvestment.com |
Dana Investment Advisors | Social ESG Equity | Equity, All Cap, ESG |
John Mueller
JohnM@danainvestment.com |
Eagle Asset Management | Eagle International ADR Strategy | ADR |
Dana Cunningham
Dana.Cunningham@carillontower.com |
Eagle Asset Management | Eagle Equity Income Strategy | Equity |
Dana Cunningham
Dana.Cunningham@carillontower.com |
Eagle Asset Management | Eagle Large Cap Core Strategy | Equity |
Dana Cunningham
Dana.Cunningham@carillontower.com |
Eagle Asset Management | Eagle Large Cap Growth Strategy | Equity |
Dana Cunningham
Dana.Cunningham@carillontower.com |
Eagle Asset Management | Eagle SMID Cap Strategy | Equity |
Dana Cunningham
Dana.Cunningham@carillontower.com |
ETF Global | Aggressive Global Growth | Asset Allocation, ETF |
James E. Budd
jbudd@etfg.com
(212) 223-3834
|
ETF Global | Moderate Global Allocation | Asset Allocation, ETF |
James E. Budd
jbudd@etfg.com
(212) 223-3834
|
ETF Global | Balanced Global Growth & Income | Asset Allocation, ETF |
James E. Budd
jbudd@etfg.com
(212) 223-3834
|
ETF Global | Conservative Global Income | Asset Allocation, ETF |
James E. Budd
jbudd@etfg.com
(212) 223-3834
|
Federated Hermes | Domestic Equity Strategic Value Dividend | Equity |
Diane Robinson, SVP
Diane.Robinson@federatedHermes.com
215-498-5224
|
Federated Hermes | International Equity Strategic Value Dividend | ADR |
Diane Robinson, SVP
Diane.Robinson@federatedHermes.com
215-498-5224
|
Fred Alger Management, LLC | Alger Weatherbie Select 15 | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Weatherbie Specialized Growth | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Small Cap Growth | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Small Cap Focus | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Mid Cap Focus | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Mid Cap Growth | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Weatherbie Enduring Growth | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger Focus Equity | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger 35 | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Fred Alger Management, LLC | Alger International Focus | Equity |
Tyler Foster
t.foster@alger.com
212-806-8804
|
Glenmede Investment Mgt | Small Cap Core | Equity |
Jeffrey Coron
jeffrey.coron@glenmede.com
215-419-6627
|
Glenmede Investment Mgt | Large Cap Core | Equity |
Jeffrey Coron
jeffrey.coron@glenmede.com
215-419-6627
|
Glenmede Investment Mgt | Large Cap Growth | Equity |
Jeffrey Coron
jeffrey.coron@glenmede.com
215-419-6627
|
Glenmede Investment Mgt | Responsible ESG | ESG |
Jeffrey Coron
jeffrey.coron@glenmede.com
215-419-6627
|
Glenmede Investment Mgt | Women in Leadership | ESG |
Jeffrey Coron
jeffrey.coron@glenmede.com
215-419-6627
|
Glenmede Investment Mgt | Equity Income | Equity |
Jeffrey Coron
jeffrey.coron@glenmede.com
215-419-6627
|
Glenmede Investment Mgt | Strategic Equity | Equity |
Jeffrey Coron
jeffrey.coron@glenmede.com
215-419-6627
|
Great Lakes Advisors | Great Lakes Small/Mid Cap Core (SMID) | Equity |
Great Lakes Team
sma@greatlakesadvisors.com |
Great Lakes Advisors | Great Lakes Large Cap Value Equity | Equity |
Great Lakes Team
sma@greatlakesadvisors.com |
Great Lakes Advisors | Great Lakes Disciplined Equity (DE) SMidCap | Equity |
Great Lakes Team
sma@greatlakesadvisors.com |
Ironwood Investment Mgt | VIP Small Cap Value | Equity |
Paul LeBlanc
pleblanc@ironwoodfunds.com
617-757-7624
|
Ironwood Investment Mgt | Small Cap Core | Equity |
Paul LeBlanc
pleblanc@ironwoodfunds.com
617-757-7624
|
Kensington Asset Management | Managed Income | Bond |
Kensington Team
Info@KensingtonAssetManagement.com
877-891-1222
|
Melius Investments | Christian Values | Equity, ESG |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | High Dividend Yield | Equity |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Islamic Values | Equity, ESG |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Small Cap Blend | Equity |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Sector Disruptor | Equity |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Traditional ESG | Equity, ESG |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Pegassets Large Cap ESG | Equity, ESG |
Mark Merritt
markm@meliusinvestments.com |
Melius Investments | Pegassets Positive Earnings | Equity |
Mark Merritt
markm@meliusinvestments.com |
Morningstar, Inc. | Morningstar® Target Allocation Indexes℠ | Asset Allocatioon |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Large Cap Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Mid Cap Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Small Cap Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Dividend Valuation Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Sustainability Dividend Yield Focus Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® Wide Moat Focus Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Sustainability Moat Focus Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® Global ADR Moat Composite Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® Global Markets ADR Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Large Cap 70 Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Morningstar, Inc. | Morningstar® US Small-Mid Cap 150 Index℠ | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Principal Global Investors | Principal Aligned Blue Chip Equity | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal Edge Equity Income | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal MidCap Equity | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal Edge Concentrated MidCap Equity | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal Edge Small MidCap Dividend Income | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal International Opportunities ADR Equity | Equity, ADR |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal U.S. Small Cap Select Equity | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Spectrum Preferred Securities SMA | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Spectrum Preferred Securities Tax Advantaged SMA | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal LargeCap Value Index | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal Large Cap Core Index | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal LargeCap Growth Index | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal SMID Value Index | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal SMID Core Index | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal International ADR Index | Equity, ADR |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
Principal Global Investors | Principal SMID Growth Index | Equity |
Mike Casciano
casciano.mike@principal.com
484-764-2387
|
SKBA Capital Management | Value Plus | Equity |
Brian Forth
forth@skba.com
800.969.7852
|
SKBA Capital Management | Socially Responsible Value | Equity, ESG |
Brian Forth
forth@skba.com
800-969-7852
|
Smartleaf Asset Mgt (SAM) | SCM - S70 Large Cap Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Smartleaf Asset Mgt (SAM) | SCM - S150 Large Cap Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Smartleaf Asset Mgt (SAM) | SCM-S150-Large Cap Growth Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Smartleaf Asset Mgt (SAM) | SCM-S150-Large Cap Value Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Smartleaf Asset Mgt (SAM) | SCM-S125-Mid Cap Core Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Smartleaf Asset Mgt (SAM) | SCM-S150-Mid Cap Growth Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Smartleaf Asset Mgt (SAM) | SCM-S150-Mid Cap Value Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Smartleaf Asset Mgt (SAM) | SCM-S200-SMID Cap Core Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
Smartleaf Asset Mgt (SAM) | SCM-S200-All Cap Core Index | Equity |
Bob Leaper
bleaper@SmartleafAM.com |
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Moderate Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Strategic Asset Allocation ETF Model Portfolio: Maximum Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Moderate Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Tax-Sensitive Strategic Asset Allocation ETF Model Portfolio: Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Moderate Conservative | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Moderate Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Active Asset Allocation ETF Model Portfolio: Maximum Growth | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
State Street Global Advisors (SSGA) | Income Allocation ETF Model Portfolio | Asset Allocation, ETF |
National Sales Desk
fund_inquiry@ssga.com
866-787-2257
|
Stewart Capital Advisors | All Cap Equity | Equity |
Troy Murray
troy.murray@stewartcap.com
412-471-4016
|
Stewart Capital Advisors | Large Cap Value | Equity |
Troy Murray
troy.murray@stewartcap.com
412-471-4016
|
Stewart Capital Advisors | Mid Cap Equity | Equity |
Troy Murray
troy.murray@stewartcap.com
412-471-4016
|
Sungarden Investment Publishing, LLC | Sungarden Core | Asset Allocation, ETF |
Rob Isbitts
rob@sungardeninvestment.com
954-336-8377
|
Sungarden Investment Publishing, LLC | Sungarden Growth | Asset Allocation, ETF |
Rob Isbitts
rob@sungardeninvestment.com
954-336-8377
|
Sungarden Investment Publishing, LLC | Sungarden Modern Income Portfolio | Asset Allocation, ETF |
Rob Isbitts
rob@sungardeninvestment.com
954-336-8377
|
Todd Asset Management | Todd International Intrinsic Value | Equity |
Chris Bennett
cbennett@toddasset.com
502-417-3042
|
Todd Asset Management | Todd Global Intrinsic Value Equity Income | Equity |
Chris Bennett
cbennett@toddasset.com
502-417-3042
|
Todd Asset Management | Todd Large Cap Intrinsic Value | Equity |
Chris Bennett
cbennett@toddasset.com
502-417-3042
|
Woodward Investment Management | Woodward Small Companies (Small Cap Equity) | Equity |
Anisa Perez
anisa@woodwardim.com
346-320-3176
|
Zacks Investment Management | Zacks Dividend | Equity |
Danielle Dale
ddale@zacks.com
312-265-9193
|
Zacks Investment Management | Zacks All Cap Core | Equity |
Danielle Dale
ddale@zacks.com
312-265-9193
|
Zacks Investment Management | Zacks Small Cap Core | Equity |
Danielle Dale
ddale@zacks.com
312-265-9193
|
Zacks Investment Management | Zacks Mid Cap Core | Equity |
Danielle Dale
ddale@zacks.com
312-265-9193
|
Zacks Investment Management | Zacks Focus Growth | Equity |
Danielle Dale
ddale@zacks.com
312-265-9193
|
Zacks Investment Management | Zacks ETF | Asset Allocation, ETF |
Danielle Dale
ddale@zacks.com
312-265-9193
|
Zacks Investment Management | Zacks Custom Asset Management Services | Equity |
Danielle Dale
ddale@zacks.com
312-265-9193
|