SAM News

Gerard Michael

President, Co-Founder

[Webinar Recording] How Technology Overcomes Three Major Challenges to Portfolio Personalization

Feb 7, 2023

Registration Open: A Webinar on How Technology Overcomes Three Major Challenges to Portfolio Personalization

Jan 18, 2023

Webinar: Stock and Bond Direct Indexing Made Easy

Jan 18, 2023

SAM Announces Collaboration With Principal Asset Management® and YieldX to Launch Bond Direct Indexes

Oct 19, 2022

Smartleaf Asset Management LLC (SAM) Surpasses $2 Billion in Assets Under Management

Oct 13, 2022

[Webinar Recording] How Fintech Enables Advisors to Deliver Personalized Portfolios and a Differentiated Client Experience at Scale.

Sep 27, 2022

Join SAM and Principal® for a Webinar on how Fintech Enables Advisors to Deliver a Differentiated Client Experience at Scale

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

Aug 18, 2022

[Demo Video] SAM's Advisor Portal

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

Aug 10, 2022

Smartleaf Asset Management Now Available on Fidelity Institutional® Separate Account Network

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

Aug 4, 2022

SAM: Personalized & Tax-Optimized Portfolios Made Simple

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

Jul 21, 2022

The Direct Index Domino Effect

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

Jun 24, 2022

Direct Indexes: Less Expensive than ETFs?

Direct indexes are less expensive than ETFs to launch and maintain