Smartleaf Asset Management

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!

Why SmartleafAM (Smartleaf Asset Management)? What makes us different from other subadvisors? Who do we serve and what problem do we solve? We answer this and more in this week’s post. Click the image below to read the full article: https://hubs.ly/Q02w0kV-0

In case you missed it, the replay of "How All Client Portfolios Will Be Managed in 10 Years - Presented by Nebo Wealth, Smartleaf Asset Management and EVO" is now available! In this webinar, Smartleaf Asset Management's Gerard Michael joined Michael Casciano of EVO Wealth Consulting and Martin Tarlie of Nebo Wealth to discuss how all client portfolios can be personalized to the goals and needs of the client, optimally tax-managed and continuously aligned to their evolving financial plan. The replay includes the full webinar recording in which we share registration questionnaire results, demos, conversations on real world application and more! Visit our website to watch the replay: https://hubs.la/Q02tl15M0

SAM’s 2023 Estimated Taxes Saved or Deferred numbers are in! This year, clients of SAM users saved or deferred an average of 1.68% of portfolio value in taxes. Click the image below to read the full report:

Join Martin Tarlie, Gerard Michael and Michael Casciano in one week! Imagine a future where every client portfolio is personalized to their goals and needs, optimally tax-managed and continuously aligned to their evolving financial plan. That future is now. Register today: https://hubs.la/Q02rQ-zP0

Registration is open! Imagine a future where every client portfolio is personalized to their goals and needs, optimally tax-managed and continuously aligned to their evolving financial plan. That future is now. Join Martin Tarlie of Nebo Wealth, Gerard Michael of Smartleaf Asset Management and Michael Casciano, CIMA® of EVO Wealth Consulting for a live webinar on April 11th, 2024 at 1:00 PM EST. They will discuss how this is not only possible, but easy to implement without any changes to your existing infrastructure. Register here: https://hubs.la/Q02qNcBm0

Smartleaf is at Advisor2X's 2024 SHIFT Conference! Stop by our booth in Section A, where you can hear from Robey NeJame and Elizabeth Burgess on how we manage portfolios holistically and enable advisors to serve their clients as lifetime financial coaches. The giveaway plants are a bonus! 🪴 #SHIFT2024 #HolisticPortfolioManagement