SAM News

Gerard Michael

Gerard Michael
President, Co-Founder

Recent Posts
Jun 24, 2022

Direct Indexes: Less Expensive than ETFs?

 

 

Direct indexes are less expensive than ETFs to launch and maintain

Gerard Michael

Jun 17, 2022

Direct Indexing FAQ

 

 

A Q&A on direct indexing

Gerard Michael

May 13, 2022

[Webinar] Direct Indexing: What Advisors Need To Know

 

 

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

Gerard Michael

May 3, 2022

Smartleaf Asset Management Selected by Principal Global®

 

 

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

Gerard Michael

Apr 28, 2022

Everence selects SAM for Outsourced UMAs with Direct Index Cores

 

 

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

Gerard Michael

Apr 22, 2022

Join Sam and Morningstar for a Webinar on Direct Indexing

 

 

Join SAM and Morningstar for a webinar on direct indexing

Gerard Michael

Apr 14, 2022

Direct Indexes As Easy As ETFs

 

 

How SAM makes direct indexes as easy to use as ETFs

Gerard Michael

Mar 24, 2022

A Guide To SMAs and UMAs

 

 

The history and current meaning(s) of Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA)

Gerard Michael

Mar 4, 2022

Is Outsourced Rebalancing Good For Advisors?

 

 

Outsourced rebalancing changes the advisor’s role and the client experience. Whether this is good or bad depends on your...

Gerard Michael

Feb 24, 2022

SAM’s Top Blog Posts of 2021

 

 

Direct indexing, old vs. new wealth management, customization, customization, and more.

Gerard Michael

Feb 1, 2022

Why Not Direct Indexes?

 

 

A look at common objections to direct indexing

Gerard Michael

Jan 20, 2022

How to Implement Direct Indexes

 

 

Working with direct indexes should be as easy as working with ETFs

Gerard Michael

About Us

Smartleaf Asset Management, LLC (SAM) is a subsidiary of Smartleaf, Inc., whose automated rebalancing workflow platform helps its clients deliver customized tax-efficient portfolios at scale. SAM’s sub-advisory service leverages Smartleaf’s software to automate the management of unified managed accounts, making direct indexes as easy to use as ETFs.

 

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