SAM News
Jun 4, 2021

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...
Jun 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...
Jun 4, 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...

About Us

Smartleaf Asset Management, LLC (“SAM”) is a subsidiary of Smartleaf, Inc. SAM leverages Smartleaf’s automated rebalancing platform to provide wealth advisors with the ability to outsource the management of highly customized, tax-optimized portfolios, including those with direct index cores. SAM’s mission is to make managing personalized and tax-optimized portfolios simple. Really simple. To learn more contact us at sales@smartleafAM.com.

 

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