SAM Blog & News (2)

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

August 4, 2022

SAM: Personalized & Tax-Optimized Portfolios Made Simple

July 21, 2022

The Direct Index Domino Effect

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

June 24, 2022

Direct Indexes: Less Expensive than ETFs?

Direct indexes are less expensive than ETFs to launch and maintain

June 17, 2022

Direct Indexing FAQ

A Q&A on direct indexing

May 13, 2022

[Webinar] Direct Indexing: What Advisors Need To Know

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

May 13, 2022

A Transcript of “A Primer on Implementing Direct Indexing”

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

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