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- Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make using the Smartleaf platform even easier by taking responsibility for day-to-day portfolio review, rebalancing and trading, while leaving you in control of investment policy and the personalization parameters of each account.

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About Us
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Smartleaf Asset Management
- Smartleaf's RIA subsidiary, Smartleaf Asset Management (SAM), can make using the Smartleaf platform even easier by taking responsibility for day-to-day portfolio review, rebalancing and trading, while leaving you in control of investment policy and the personalization parameters of each account.

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Gerard Michael Apr 30, 2013 3:10:00 PM

Financial Advisor IQ: Rebalancing Strategies Reveal Different Advice Styles

Technology is making it easier for hands-on financial advisors to rebalance their ...

Gerard Michael Aug 24, 2012 10:08:00 PM

FundFire: How Should Wealth Managers Assess Overlay Mgmt?

How can wealth management firms evaluate the different approaches to overlay portfolio ...

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