SAM Blog & News

Gerard Michael

Gerard Michael
President, Co-Founder

Recent Posts
June 4, 2021

[WEBINAR] A Primer on Implementing Direct Indexes

Doug Fritz, President & Founder of F2 Strategy, and Jerry Michael, President of Smartleaf Asset Management (SAM), discuss...
June 3, 2021

SAM Added to Schwab Advisor Services’™ Provider Listings

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

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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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