SAM Blog & News

Gerard Michael

Gerard Michael
President, Co-Founder

Recent Posts

January 18, 2023
October 19, 2022
October 13, 2022
September 21, 2022

Join SAM and Principal® for a webinar on how fintech enables advisors to deliver personalized portfolios and a...

August 15, 2022

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

August 8, 2022
August 4, 2022
July 21, 2022

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

June 24, 2022

Direct indexes are less expensive than ETFs to launch and maintain

June 17, 2022
A Q&A on direct indexing
May 13, 2022
Morningstar joined Jerry Michael, President of SAM, to discuss direct indexing
May 13, 2022

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