Our Service
Using SAM
SAM's Direct Index Models
Tax Management
Advisor Portal
Solutions
For Bank Trusts
For RIAs
For Asset Managers
Resources
Blog & News
Subscribe for Updates
Downloadable Resources
Overview
The Estimated Taxes Saved or Deferred Report
FAQs
Investment Products & Asset Allocations
Direct Indexing
Investment Strategies
Asset Allocation Models
Morningstar
Principal
Security Models
Model Distribution Service
About Us
Schedule a Demo
SAM Blog & News
Option 1
Option 2
Option 3
Gerard Michael
President, Co-Founder
Recent Posts
June 12, 2025
Just Another Tuesday
March 27, 2025
The Wealth Advisor’s Scott Martin on SAM’s groundbreaking UMH offering
March 4, 2025
Smartleaf Asset Management (SAM) to sub-advise Choreo, LLC, Choreo Tax Advantage™ portfolios
February 4, 2025
Introducing SAM Householding
January 23, 2025
SAM's Top Blogs of 2024
December 12, 2024
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
July 18, 2024
Direct Indexes Are Great. Direct Index SMAs Are Bad.
May 23, 2024
[Webinar Recording] Hyper-Personalized Index Solutions at Scale
May 3, 2024
Why SmartleafAM?
April 18, 2024
[Webinar Recording] How All Client Portfolios Will Be Managed in 10 Years - Presented by Nebo Wealth, Smartleaf AM and EVO
April 11, 2024
SAM's 2023 Estimated Taxes Saved or Deferred Report
Next
