CircleBlack Expands Model Marketplace with State Street Global Advisors and Smartleaf Asset Management
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CircleBlack Expands Model Marketplace with State Street Global Advisors and Smartleaf Asset Management
prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
SAM Added to Schwab Advisor Services ™ Provider Listings
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BOSTON, June 3, 2021 /PRNewswire/ Smartleaf Asset Management LLC (SAM) announced today that its sub-advisory service is now available on Schwab Advisor Services Provider Listings. SAM provides automated rebalancing and trading as an outsourced service, allowing independent financial advisors to deliver cost-effective custom and tax-optimized portfolios to their clients custodied at Charles Schwab.
With SAM, advisors retain control over asset allocation and product selection. Advisors can instruct SAM to use the advisor s own asset allocation models and product choices, or choose asset allocations and equity models from SAM s open-architecture model hub. SAM supports any combination of US ETFs, mutual funds and equity models including direct indexes.