SAM Blog & News
April 14, 2022

Direct Indexes As Easy As ETFs

How SAM makes direct indexes as easy to use as ETFs
March 24, 2022

A Guide to SMAs and UMAs
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

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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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