partnership-icon.png

Third Party Certification

LeafHouse has been certified as a qualified ERISA 3(38) adviser by DALBAR, Inc., the financial community’s leading independent expert for evaluating and rating business practices. Download the info sheet to learn more.

Download Now

 
split-icons.png

3(38) & 3(21) Institutional Investment Fiduciary Services

LeafHouse Financial Advisors® is an experienced fiduciary investment manager for nearly a decade. We offer two distinct levels of our Institutional Fiduciary Services for Retirement Plans. Download the info sheet to learn more.

Download Now

gpa-icon.png

GPA Brochure

The LeafHouse GPA is a comprehensive process for the prudent evaluation, selection, and monitoring of investments. The objective is to deliver a defined investment methodology to retirement plan sponsors for fulfilling their fiduciary duties. Download the info sheet to learn more.

Download Now

 
info-sheets-icons.png

Investment Form

The LeafHouse Investment tool streamlines the mapping request process, maintains data integrity, and tracks plan sponsor investment mapping strategies. 

Download Now

increase-icon.png

Institutional investment fiduciary services

LeafHouse Financial Advisors® is a national investment fiduciary that specializes in providing 3(38) services. Our solution offers distinct advantages over other providers. Download the info sheet to learn more.

Download Now

 
shield-icons.png

3(38) Institutional Investment Fiduciary Services

LeafHouse Financial Advisors® is an experienced provider of investment fiduciary services for retirement plans. We offer a unique flexible 3(38) solution. Download the info sheet to learn more.

Download Now

computer-icon.png

LeafHouse Investment Sustainability Technology™

LeafHouse Financial Advisors® created a proprietary system and process that results in the ability to integrate ESG investments into Retirement Plans.  

Download Now

blank.png
 

Resources


 

LeafHouse Whitepaper

Managed Accounts With Individualized Participant Advice. Download the resource sheet to learn more.

Download Now

Third Party View

Legg Mason: Hiring An Investment Manager – ERISA Fiduciary Decision Making. Download the resource sheet to learn more.

Download Now