SAM News

Gerard Michael

Gerard Michael
President, Co-Founder

Recent Posts

Mar 10, 2023


Feb 7, 2023


Jan 18, 2023


Jan 18, 2023


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