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:

• the highest levels of portfolio personalization, including custom asset allocation, custom product selection, custom cash management, custom security constraints, custom environmental, social and governance (ESG) constraints, and custom religious values constraints.
  
  
• industry-leading tax optimization, including tax-sensitive transition, long-term risk-sensitive gains deferral, year-round tax-loss harvesting, wash sale avoidance, short-term gains avoidance, tax budgets, optimal tax lot selection, and documentation for each client of the taxes you save or defer through active tax management.