SAM News

Gerard Michael

Gerard Michael
President, Co-Founder

Recent Posts

Oct 19, 2022


Oct 13, 2022


Sep 27, 2022



Join SAM and Principal® for a webinar on how fintech enables advisors to deliver personalized portfolios and a...

Aug 18, 2022


A six minute demo showing the capabilities of SAM's Advisor Portal.

Aug 10, 2022



Smartleaf Asset Management LLC (SAM) sub-advisory rebalancing and trading services for highly customized tax-optimized...

Aug 4, 2022



An overview of what we do, how we do it, and what makes us different. Download the PDF version here.

Jul 21, 2022



Replacing ETFs and mutual funds is only the beginning of how direct indexes will change wealth management.

Jun 24, 2022



Direct indexes are less expensive than ETFs to launch and maintain

Jun 17, 2022



A Q&A on direct indexing
May 13, 2022



Morningstar joined Jerry Michael, President of SAM, to discuss direct indexing
May 3, 2022



Smartleaf Asset Management, LLC selected to provide sub-advisory service for Principal Global Investors®...

Apr 28, 2022



SAM will provide Everence® with outsourced UMA portfolio management services, including the provisions of UMAs with...