We share the details of our simulation, and explain why direct indexes are more tax efficient than ETFs.
In 2022, the clients of Smartleaf Asset Management users saved or deferred an average of 2.86% in taxes.
Join SAM and Principal® for a webinar on how fintech enables advisors to deliver personalized portfolios and a...
A six minute demo showing the capabilities of SAM's Advisor Portal.
Replacing ETFs and mutual funds is only the beginning of how direct indexes will change wealth management.
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.
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