--- title: SAM Blog & News description: The latest news and updates about SAM (Smartleaf Asset Management) and how we deliver customized, tax-optimized portfolios at scale. --- [![SAM-logo](https://f.hubspotusercontent10.net/hub/458110/hubfs/SAM%20Logo%20Blue.png?width=9230&height=3940&name=SAM%20Logo%20Blue.png "SAM-logo")](https://www.smartleafam.com/) ** # SAM Blog & News January 15, 2026 ### [SAM’s Top Blog Posts of 2025](https://www.smartleafam.com/news/sams-top-blog-posts-of-2025) December 4, 2025 ### [Smartleaf Asset Management Surpasses $6.75 Billion in Assets Under Management](https://www.smartleafam.com/news/smartleaf-asset-management-surpasses-6.75-billion-in-assets-under-management) August 27, 2025 ### [Smartleaf Asset Management Now Available on the Axos Advisor Services (AAS) Platform](https://www.smartleafam.com/news/smartleaf-asset-management-now-available-on-the-axos-advisor-services-aas-platform) June 12, 2025 ### [Just Another Tuesday](https://www.smartleafam.com/news/just-another-tuesday) March 27, 2025 ### [The Wealth Advisor’s Scott Martin on SAM’s groundbreaking UMH offering](https://www.smartleafam.com/news/wealth-advisor-interview) March 4, 2025 ### [Smartleaf Asset Management (SAM) to sub-advise Choreo, LLC, Choreo Tax Advantage™ portfolios](https://www.smartleafam.com/news/sam-to-sub-advise-choreo-choreo-tax-advantage-portfolios) February 4, 2025 ### [Introducing SAM Householding](https://www.smartleafam.com/news/introducing-sam-householding) January 23, 2025 ### [SAM's Top Blogs of 2024](https://www.smartleafam.com/news/sams-top-blogs-2024) December 12, 2024 ### [Year-Round vs. Year-End Loss Harvesting](https://www.smartleafam.com/news/year-round-vs-year-end-loss-harvesting) October 24, 2024 ### [SAM announces support for householding, enabling advisors to outsource personalized, tax-optimized portfolio management at the household level](https://www.smartleafam.com/news/sam-announces-support-for-householding-enabling-advisors-to-outsource-personalized-tax-optimized-portfolio-management-at-the-household-level) July 18, 2024 ### [Direct Indexes Are Great. Direct Index SMAs Are Bad.](https://www.smartleafam.com/news/direct-indexes-are-great-direct-index-smas-are-bad) May 23, 2024 ### [[Webinar Recording] Hyper-Personalized Index Solutions at Scale](https://www.smartleafam.com/news/hyper-personalized-index-solutions-at-scale-webinar-recording) [Next](https://www.smartleafam.com/news/page/2) #### 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.   [Learn More [fa icon="long-arrow-right"]](https://www.smartleafam.com/about-us) #### More Links [Direct Index Models](https://www.smartleafam.com/direct-index-models-form) [About ](http://smartleafam.com/about-us) [Contact](http://smartleafam.com/contact-us/) [Privacy Notice ](http://smartleafam.com/privacy-notice)[Form ADV](https://adviserinfo.sec.gov/firm/summary/172273) #### Contact Us [fa icon="phone"]  857-366-9340 [fa icon="envelope"]  [sales@smartleafam.com](mailto:sales@smartleafam.com) [fa icon="home"]  One Bowdoin Square, 10th Floor Boston, MA 02114 Copyright 2024 [[fa icon="chevron-up"]](https://www.smartleafam.com/news#)