Tim Mullaney | Source | Founder and President at Melius Investments

Melius and Smartleaf share a common vision of leading change within the investment industry. Smartleaf has changed the paradigm for managing client portfolios, and Melius is in the process of redefining what investors can expect regarding actively managed investment results. This is a remarkably natural partnership. Adding tax management and customization to the AI-powered strength of Ensemble Active Management creates an investment solution that simply has not existed in the industry – until now.