LeafHouse is focused on retirement plan fiduciary services.
We provide 3(38) and 3(21) discretionary investment services and create packaged solutions to mitigate risk to meet retirement plans’ unique needs.
Our objective is to deliver quality investment services that incorporate fiduciary management principles and ERISA best practices. We seek to protect and provide solutions to our plan sponsor clients.
The LeafHouse Grade Point Average® algorithm 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.
LeafHouse gathers financial information and data from a multitude of research sources and investment managers that produce reports. Our team uses proprietary software to review over 150,000 asset classes a quarter.
All decisions are executed in the best interests of the participants.
The LeafHouse Grade Point Average® system reports performance quarterly. These reports are distributed to clients and partners via our secure online cloud-based platform.
All data is housed in an encrypted file system behind two-factor authentication. Data is protected by a redundancy policy for backup and security.
The LeafHouse investments, service, and sales desks are available to advisors and plan sponsors. We offer a dedicated onboarding/transitions team to assist with client onboarding.
After LeafHouse conducts its quarterly analysis of all funds, including CITs, partners and clients are notified through the quarterly GPA Report of any potential removal and/or addition of investments. LeafHouse will work with the recordkeeper to implement the respective changes.
White Labeling Program
Expand your offering by partnering with LeafHouse Financial. Focus on your core service and leverage our proven investment technology infrastructure. We partner with record keepers, money managers, third-party administrators, and anyone who serves retirement plans.
Together we will design a scalable solution that provides protection, reduces work, and meets client needs. This includes but is not limited to: report generation, unique branding, and access to distribution channels. We are the Flexible Fiduciary™.