Smartleaf Asset Management LLC (“SAM”) is an SEC-registered sub-advisor that leverages @SmartleafInc software to make delivering personalized portfolios simple.
Joined February 2021
- Tweets 11
- Following 2
- Followers 10
- Likes 2
9 Photos and videos
2 Nov 2021
Why all the fuss about direct indexes?
hubs.li/H0-sCl30
#SmartleafAssetManagement #WealthManagement #DirectIndex #Automation
ALT https://www.smartleafam.com/news/why-all-the-direct-index-acquisitions
31 Aug 2021
Direct Indexing. Why now? What does it take? Read more at:
hubs.li/H0Wj1QQ0
@F2_Strategy
#WealthManagement #DirectIndexing #TaxManagement #SmartleafAssetManagement #Automation #Customization #MarketOutlook #WealthManagementMagazine
19 Aug 2021
A Q&A on ESG investing.
hubs.li/H0VDMR10
#SmartleafAssetManagement #TaxManagement #WealthManagement #ESG #Investing
11 Aug 2021
For taxable investors, it's after-tax returns that matter. But what is tax management? Here it is, a simple guide.
hubs.li/H0TYtCq0
#SmartleafAssetManagement #TaxManagement #WealthManagement #Automation
ALT https://www.smartleafam.com/news/guide-to-tax-management
27 Jul 2021
What is portfolio customization and what it is good for? We've listed different kinds of customization and how each can be used to help investors.
hubs.li/H0SZth_0
#SmartleafAssetManagement #Customization #Automation #WealthManagement
4 Jul 2021
From the birthplace of the American Revolution, SAM wishes you a happy Fourth of July.
#SAM #FourthofJuly #bostonFintech #Revolution #fintech #wealthmanagement
ALT https://www.smartleafam.com/news/praise-of-revolution
1
1
11 Jun 2021
SAM was nominated in the Wealthies #WMIndustryAwards! 🏆 Learn more about how SAM delivers personalized and tax-optimized portfolios to any and all of your clients by visiting hubs.li/H0Q2Pvm0 #SAM #SmartleafAM #WealthManagement #FinTech #Wealthies #WMIA2021 #WMIA
1
1
25 May 2021
Our President, Gerard Michael linked with Hank Multala of Adviser First Partners to discuss the basics of SAM. You can listen by scanning the Spotify barcode in the photo or clicking: hubs.li/H0P0r-F0
#SAM #SmartleafAM #fintech #SaaS #rebalancing #assetmanagement #podcast
21 May 2021
Don't forget to join us today as we discuss Direct Indexing in a webinar hosted by RIA Channel. Register at
hubs.ly/H0NRG5g0
#SAM #SmartleafAM #fintech #DirectIndexes #webinar #wealthmanagement #wealthtech
18 May 2021
This Friday, we talk with Doug Fritz, President & Founder of F2 Strategy with Jerry Michael, President of Smartleaf Asset Management. To find out more, register @ hubs.ly/H0NBD590
#webinar #SmartleafAM #assetmanagement #live #fintech #directindexes
5 Feb 2021
We are very excited to announce SAM (Smartleaf Asset Management) rebalancing and trading sub-advisory service is officially launched! Thank you to @privateADVgroup for joining us on this journey! hubs.ly/H0G6db40
#wealthmanagement #smartleafassetmanagement #SAM
1
1