SAM News

Gerard Michael

Gerard Michael
President, Co-Founder

Recent Posts
Jan 20, 2022

How to Implement Direct Indexes

 

 

 

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

Gerard Michael

Nov 2, 2021

Why all the Direct Index Acquisitions?

 

 

Why asset managers are buying direct indexing firms.

Gerard Michael

Oct 6, 2021

SAM to Include Morningstar Indexes in its Base Offering

 

Smartleaf Asset Management LLC (SAM) to include core Morningstar Indexes and Asset Allocation Models in its base...

Gerard Michael

Aug 19, 2021

A Q&A on ESG Investing

 

 

We answer common questions on ESG investing. 

Gerard Michael

Aug 11, 2021

A Guide to Tax Management

 

What is tax management? A simple guide. 

Gerard Michael

Jul 27, 2021

A User’s Guide to Portfolio Customization

 

A survey of different types of portfolio customization and their uses.

Gerard Michael

Jul 12, 2021

Old vs New Wealth Management

 

How and Why Wealth Management is Changing 

Gerard Michael

Jul 2, 2021

In Praise of Revolution

 

July 4th - Celebrating a Revolution

Gerard Michael

Jun 4, 2021

SAM Added to Schwab Advisor Services’™ Provider Listings

 

BOSTON, MA: Smartleaf Asset Management LLC (SAM) announced today that its sub-advisory service is now available on...

Gerard Michael

Jun 4, 2021

A Transcript of  “A Primer on Implementing Direct Indexing”

 

Doug Fritz, President & Founder of F2 Strategy, and Jerry Michael, President of Smartleaf Asset Management (SAM),...

Gerard Michael

Jun 4, 2021

[WEBINAR] A Primer on Implementing Direct Indexes

 

Doug Fritz, President & Founder of F2 Strategy, and Jerry Michael, President of Smartleaf Asset Management (SAM),...

Gerard Michael

Jun 4, 2021

Q&A from "A Primer on Implementing Direct Indexing"

 

Answers to audience questions.

 

Smartleaf Asset Management (SAM) hosted a webinar,  “A Primer on Implementing Direct...

Gerard Michael

About Us

Smartleaf Asset Management, LLC (SAM), a SEC-Registered Investment Advisor, leverages the automated rebalancing platform of its parent, Smartleaf Inc., to provide wealth advisors with configurable, customized, tax-optimized outsourced rebalancing and trade execution services. 

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