SAM News

Gerard Michael

Gerard Michael
President, Co-Founder

Recent Posts

April 28, 2022

 

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

April 22, 2022

 

 

Morningstar joined Jerry Michael, President of SAM, to discuss direct indexing
April 22, 2022

 

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

April 22, 2022

 

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

April 14, 2022

 

 

Direct indexes are less expensive than ETFs to launch and maintain

March 24, 2022

 

 

We answer common questions on ESG investing. 

February 1, 2022

 

 

Replacing ETFs and mutual funds is only the beginning of how direct indexes will change wealth management.

February 1, 2022

 

 

How SAM makes direct indexes as easy to use as ETFs

February 1, 2022

 

 

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

February 1, 2022

 

 

Why asset managers are buying direct indexing firms.

February 1, 2022

 

 

A Q&A on direct indexing
August 19, 2021

 

Answers to audience questions.

 

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