SAM Blog & News | Gerard Michael (2)

Gerard Michael

President, Co-Founder

Recent Posts

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

October 13, 2022

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

September 21, 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...

August 15, 2022

[Demo Video] SAM's Advisor Portal

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

August 8, 2022

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

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