SAM (Smartleaf Asset Management) announces automated sub-advisory rebalancing service for customized, tax-optimized accounts with Private Advisors Group (PAG) as launch client
Share this article Share this article BOSTON, Feb. 4, 2021 /PRNewswire/ -- SAM (Smartleaf Asset Management LLC) announces the launch of its automated subadvisory rebalancing service, which leverages the pioneering automated rebalancing platform of its parent company, Smartleaf, Inc. SAM enables advisors to offer customized, tax-optimized UMA portfolios, including those with direct index cores, for all their clients, from the largest to the smallest. Customization options include custom asset allocation, custom product mix, and environmental, social and governance (ESG) screens. Tax management...
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