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Direct Indexing with Smartleaf

With Smartleaf, direct indexes are as easy to work with as ETFs. Both are simply options on a pull-down menu. There's no extra account set up, no creating of separately managed accounts, no sub-accounts and no waiting. Smartleaf portfolios are analyzed daily, not on an ad hoc or biweekly basis. 

Smartleaf offers an open-architecture model marketplace, enabling clients to select from a wide array of direct index models (including those provided by our RIA subsidiary, Smartleaf Asset Management). 

Find more information about SAM's Direct Index Models on the SAM website.

DI Models List