SAM Blog & News
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...
May 13, 2022

Join SAM and Morningstar for a Webinar on Direct Indexing

Join SAM and Morningstar for a webinar on direct indexing
May 3, 2022

Smartleaf Asset Management Selected by Principal Global®

Smartleaf Asset Management, LLC selected to provide sub-advisory service for Principal Global Investors®...
April 28, 2022

Everence selects SAM for Outsourced UMAs with Direct Index Cores
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...

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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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