Smartleaf Asset Management("SAM") is a fully owned subsidiary of Smartleaf, Inc, a technology firm whose Overlay Portfolio Management System is used daily to rebalance $50B in assets at leading wealth management institutions. SAM is an SEC-Registered Investment Advisor that operates Smartleaf software to provide Core Portfolios, automated tax-managed, index-based separately managed accounts built to track an index while holding a limited number of equities.