An independent and Flexible Fiduciary™
A discretionary investment manager with expertise in the retirement industry. LeafHouse developed proprietary technology that aims to prudently select, evaluate, and monitor investments that are solely in the best interests of plan participants and their beneficiaries.
For discretionary accounts, all investment decisions are made in-house utilizing our proprietary LeafHouse Grade Point Average® algorithm, which tracks a wide variety of quantitative and qualitative metrics.
Leverage our experience and investment resources.
Optional Services
Bundled Recordkeeper Services
3(16) Administrative Services
3(38) White Labeling Services