SAM Blog & News

Gerard Michael

Gerard Michael
President, Co-Founder

Recent Posts
March 4, 2022

Is Outsourced Rebalancing Good For Advisors?

Outsourced rebalancing changes the advisor’s role and the client experience. Whether this is good or bad depends on your...
February 24, 2022

SAM’s Top Blog Posts of 2021

Direct indexing, old vs. new wealth management, customization, customization, and more.
February 1, 2022

Why Not Direct Indexes?

A look at common objections to direct indexing

January 20, 2022

How to Implement Direct Indexes

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

November 2, 2021

Why all the Direct Index Acquisitions?

Why asset managers are buying direct indexing firms.

October 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 offering,...
August 19, 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...
August 19, 2021

A Q&A on ESG Investing

We answer common questions on ESG investing. 
August 11, 2021

A Guide to Tax Management
July 27, 2021

A User's Guide to Portfolio Customization
July 12, 2021

Old vs New Wealth Management

How and Why Wealth Management is Changing 
July 2, 2021

In Praise of Revolution

About Us

Smartleaf Asset Management was founded in 2014 to offer wealth management that leverages the sophisticated tax, risk and customization analytics of its parent company, Smartleaf.  

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