---
title: Schedule an Introductory Call | SAM
description: Welcome to SAM! We provide a rebalancing service where you focus on being your clients financial coach while delivering exceptional portfolio management. Schedule an introductory call with us to learn more about our platform.
---

[![SAM-logo](https://f.hubspotusercontent10.net/hub/458110/hubfs/SAM%20Logo%20Blue.png?width=9230&height=3940&name=SAM%20Logo%20Blue.png "SAM-logo")](https://www.smartleafam.com/?hsLang=en)

**

# SAM's Sub-Advisory Service

## Welcome to SAM

(Smartleaf Asset Management)

We provide a cutting edge rebalancing service that allows you to focus on being your clients financial coach, while delivering exceptional portfolio management.

 

# What We'll Discuss:

- Walk through a series of introductory questions to identify early alignment
- Demonstrate our advisor portal and how you can customize and tax optimize a portfolio in less than six minutes
- Take a deep dive into your practices to identify if there is a need, comparing value and costs

### Schedule an Introductory Call

![Non Sleeved Accounts](https://www.smartleafam.com/hs-fs/hubfs/SAM%20Migration%20Files/Non%20Sleeved%20Accounts.png?width=107&name=Non%20Sleeved%20Accounts.png "Non Sleeved Accounts")

#### Flexible Open Architecture UMA

Support any combination of ETFs, Mutual Funds, direct indexes and actively managed equity strategies. Specify your preferred asset allocations and product choices. Leverage a robust 3rd-party model hub, and/or use your own models.

![Asset 36](https://www.smartleafam.com/hs-fs/hubfs/SAM%20Migration%20Files/Asset%2036.png?width=100&name=Asset%2036.png "Asset 36")

#### Powerful Customization

Outsourcing does not mean a reduction in customization; it means an increase. There is no limit to the level of customization you can provide each account, including custom asset allocations, custom product choice, ESG/SRI constraints, and sector and security restrictions.

![Asset 37](https://www.smartleafam.com/hs-fs/hubfs/SAM%20Migration%20Files/Asset%2037.png?width=107&name=Asset%2037.png "Asset 37")

#### Expert Tax Management

Provide every account with year-round tax-loss harvesting, short-to-long term gains deferral, permanent gains deferral, and tax sensitive transition -- all based on the individual tax rates of each client.

![Artboard 20_1](https://www.smartleafam.com/hs-fs/hubfs/SAM%20Migration%20Files/Artboard%2020_1.png?width=100&name=Artboard%2020_1.png "Artboard 20_1")

#### Sophisticated Transition Management

Minimize the disruption of transitioning new client portfolios. Incorporate legacy holdings and implement tax budgets.

![taxes-saved-icon](https://www.smartleafam.com/hs-fs/hubfs/SAM%20Migration%20Files/taxes-saved-icon.png?width=107&name=taxes-saved-icon.png "taxes-saved-icon")

#### Documentation of Taxes You Save

Go beyond just saying you tax manage accounts. Provide every client with an estimated taxes saved report that documents how much you’ve saved your clients in taxes through active tax management. In 2022, the clients of Smartleaf Asset Management users saved or deferred an average 2.86% in taxes.

![household-icon](https://www.smartleafam.com/hs-fs/hubfs/SAM%20Migration%20Files/household-icon.png?width=108&name=household-icon.png "household-icon")

#### Unified Managed Householding (UMH)

Jointly and holistically manage groups of accounts, such as a 401K, an IRA and a taxable account, to a common risk objective, taking advantage of tax-deferred accounts to minimize taxes when rebalancing (minimum account size required).

#### About Us

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.  

[Learn More [fa icon="long-arrow-right"]](https://www.smartleafam.com/about-us?hsLang=en)

#### More Links

[Direct Index Models](https://www.smartleafam.com/direct-index-models-form?hsLang=en)  
[About ](http://smartleafam.com/about-us)  
[Contact](http://smartleafam.com/contact-us/)  
[Privacy Notice  
](http://smartleafam.com/privacy-notice)[Form ADV](https://adviserinfo.sec.gov/firm/summary/172273)

#### Contact Us

[fa icon="phone"]  857-366-9340

[fa icon="envelope"]  [sales@smartleafam.com](mailto:sales@smartleafam.com)

[fa icon="home"]  One Bowdoin Square, 10th Floor

Boston, MA 02114

Copyright 2024

[[fa icon="chevron-up"]](https://www.smartleafam.com/schedule-an-introductory-call#)