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MENU * Our Service * Using SAM * Overview * Advisor Portal * Solutions * For Bank Trusts * For RIAs * For Asset Managers * Investment Strategies * Asset Allocation Models * Morningstar * Principal * Security Models * Smartleaf Direct Index Models * Model Distribution Service * About Us * FAQs * Investment Products & Asset Allocations * Direct Indexing * News * Blog * Subscribe for Updates * Contact Us BEGIN HERE. GO ANYWHERE. GET STARTED ON THE HUBSPOT COS WITH THIS SIMPLE, POWERFUL THEME. CUSTOMIZE YOUR SITE WITH DRAG-AND-DROP MODULES OR CODE IT BY HAND. ONCE YOU GET STARTED, THERE'S NO TELLING WHERE YOU MIGHT GO. AVAILABLE TO INVESTMENT PROFESSIONALS ON INTERACTIVE BROKERS PERSONALIZED & TAX-OPTIMIZED PORTFOLIOS MADE SIMPLE MANAGE EVERY PORTFOLIO WITHOUT COMPROMISE. SPEND MORE TIME WITH CLIENTS. Expert Tax Management Sophisticated TransitionESG/SRI ScreensOpen Architecture Unified Managed Account (UMA)Direct IndexesDocumented Tax SavingsUnified Managed Householding (UMH)Your Asset AllocationYour Product Choices Learn More DEMO VIDEO: THE ADVISOR PORTAL See how simple portfolio personalization can be. Learn More IN 2022, THE CLIENTS OF SMARTLEAF ASSET MANAGEMENT USERS SAVED OR DEFERRED AN AVERAGE 2.86% IN TAXES Read the full report INTERVIEW WITH RIA CHANNEL SMARTLEAF ASSET MANAGEMENT: A NEW KIND OF SUBADVISOR Our president, Gerard Michael, joined Julie Cooling, Founder & CEO, of RIA Channel, to discuss what sets Smartleaf apart from other subadvisors, and how advisors can leverage Smartleaf’s platform to deliver scalable customization and tax management to their clients. HOW DOES FINTECH ENABLE ADVISORS TO DELIVER PERSONALIZED PORTFOLIOS AND A DIFFERENTIATED CLIENT EXPERIENCE AT SCALE? A webinar with Principal ® Watch Now 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 MORE LINKS Direct Index Models About Contact Privacy Notice Form ADV CONTACT US 857-366-9340 sales@smartleafam.com One Bowdoin Square, 10th Floor Boston, MA 02114 Copyright 2023