Smartleaf Asset Management

Today, SAM announced its strategic partnership with the private equity-backed RIA Choreo, in which SAM will serve as a subadvisor managing the daily review, rebalancing, and trading of Choreo's Choreo Tax Avantage™ accounts. SAM will enable Choreo advisors to offer their clients a new level of tax-efficient investing at the household level - and document the value they provide - without adding to their workload. Click the image below to read the full release on the SAM website: https://hubs.la/Q039cgKV0

Direct indexes are great. Direct index SMAs are bad. SAM announces support for householding. Why SmartleafAM? These are the titles of three of our most popular blog posts of 2024. We’ve compiled the six top ranking posts we put out last year. Click the image below to access the full list:

If you're just getting around to tax loss harvesting, you're doing it wrong. Most firms simply don't have the ability to do anything else other than loss harvest at year end, but it doesn't have to be this way. There are simply no practical barriers to providing every taxable client with optimized year-round tax loss harvesting. We discuss this and more in our recent blog post: https://hubs.la/Q02_snqT0

⏱ Elevator pitch? Nope, escalator pitch — Robey NeJame shares a 30 second overview of Smartleaf’s new householding functionality! You can find him and Bob Leaper at Kiosk #418 Schwab IMPACT! #SchwabIMPACT2024

Stop by Kiosk #418 at Schwab IMPACT and ask these friendly faces about household optimization! Smartleaf’s Bob Leaper and Robey NeJame want to hear about how you’re currently doing householding! #SchwabIMPACT2024

In our last post, we shared SAM’s press release announcing support for householding, enabling advisors to outsource personalized, tax-optimized portfolio management at the household level. In today’s post, Smartleaf President Jerry Michael shares more about SAM’s householding functionality – the problem we’re solving, how we do it, and how this fits into our view of where the wealth management industry is headed. Click the image below to read more:

Smartleaf Asset Management announced its support for householding, enabling advisors to outsource personalized, tax-optimized portfolio management at the household level. Gerard Michael, SAM’s president, observed “All portfolios should be managed at the household level – it offers the highest combination of risk and tax management. The very wealthy have always had the option to have their portfolios managed this way. SAM’s offering makes it possible for advisors to offer this service to all clients, of every size.” Read the full release on the SAM website:

We are delighted to be hosting an extraordinary group of industry-leading firms at the 2024 Smartleaf and Smartleaf Asset Management Client Summit September 23 - 25 in Boston. If you want to see where the wealth management industry is headed, this will be the place to be.

In case you missed it, the replay of "Hyper-Personalized Index Solutions at Scale" with Jonathan Chandler, CFA of Syntax Data and Gerard Michael of Smartleaf Asset Management is now available! While personalization at scale may seem like an overused industry term, the ease of use and flexibility of a tech-driven solution paired with tax efficient implementation delivers on a growing market need. SAM's Bob Leaper moderates this discussion on how to build customized, tax efficient solutions for the new financial consumer. Visit our website to watch the webinar replay: https://hubs.la/Q02yjVDX0

Join us tomorrow morning at 11:00 AM ET for a live webinar on Hyper-Personalized Index Solutions at Scale, presented by Syntax Data and Smartleaf Asset Management! Smartleaf AM President, Gerard Michael, will join Jonathan Chandler, Syntax COO, to discuss how to build customized, tax-efficient solutions for the new financial consumer. The webinar will include live demos and will be moderated by Smartleaf AM's Bob Leaper. Click the image below to register, we hope you can join us!