Smartleaf Asset Management Announces Collaboration with Clearstead Advisors to Deliver Personalization and Tax Optimization at Scale
Smartleaf Asset Management, LLC (“SAM”), the RIA subsidiary of Smartleaf , today announced a strategic partnership with private wealth management and institutional investment consulting firm Clearstead Advisors (“Clearstead”).
- Smartleaf Asset Management, LLC (“SAM”), the RIA subsidiary of Smartleaf , today announced a strategic partnership with private wealth management and institutional investment consulting firm Clearstead Advisors (“Clearstead”).
- Further, SAM will be responsible for implementing tax management, including tax-sensitive transitions, year-round loss harvesting and ongoing risk-sensitive gains deferral.
- “Smartleaf Asset Management is an entrepreneurial partner with flexibility, scale and proven capabilities,” said Aneet Deshpande , CFA, executive managing director and chief investment officer at Clearstead.
- “We couldn’t be more excited to work with them to provide greater personalization and tax optimization options for our advisors and their clients’ portfolios.