Smartleaf Asset Management (SAM) makes portfolio personalization and tax optimization simple. You retain control of your firm’s asset allocation and product choice recommendations. We act as a sub-advisor, managing your portfolios – including direct indexes and portfolios with direct index cores – so you can provide every client, of every size:
We cater to bank trusts that have moved beyond product, trade and performance-oriented value propositions and instead strive to be their clients’ lifetime financial coach and guardian (For more, read Old vs. New Wealth Management).
Using our advisor dashboard, you design a customized solution for each account. We handle the rest — daily review of every account, with rebalancing and trading as needed.
SAM provides you with a client marketing packet to help your advisors explain your portfolio management practices and the benefits your clients are receiving by working with you.
We integrate directly with custodians or with your system of record. No reconciliation process is required.
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.
[fa icon="phone"] 857-366-9340
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[fa icon="home"] One Bowdoin Square, 10th Floor
Boston, MA 02114