SAM Blog & News | Gerard Michael

Gerard Michael

President, Co-Founder

Recent Posts

May 3, 2024

Why SmartleafAM?

April 18, 2024

[Webinar Recording] How All Client Portfolios Will Be Managed in 10 Years - Presented by Nebo Wealth, Smartleaf AM and EVO

April 11, 2024

SAM's 2023 Estimated Taxes Saved or Deferred Report

March 7, 2024

How Outsourcing Changes the Advisor Role

February 8, 2024

SAM’s Top Blog Posts of 2023

Our top blog posts of 2023: a study on the tax efficiency of direct indexes vs comparable ETFs, our 2022 Estimated Taxes...

January 9, 2024

Smartleaf Asset Management Announces Collaboration with Clearstead Advisors to Deliver Personalization and Tax Optimization at Scale

July 13, 2023

Smartleaf Asset Management, LLC Announces New Asset Manager Partnership Program

June 1, 2023

We Estimate Direct Indexes Are 3 to 5 Times More Tax Efficient Than ETFs

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We share the details of our simulation, and explain why direct indexes are more tax efficient than ETFs.

March 30, 2023

2022 Taxes Saved or Deferred Report

In 2022, the clients of Smartleaf Asset Management users saved or deferred an average of 2.86% in taxes.

March 10, 2023

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

January 18, 2023

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

October 19, 2022

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

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