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.

Learn About Our Services

  • LeafHouse recognizes each retirement plan is unique. We work with advisors and plan sponsors to create a customized investment lineup to meet their specific needs while providing fiduciary protection. For discretionary accounts, all investment decisions are made in-house using our proprietary LeafHouse Grade Point Average® system.

  • LeafHouse is a cost competitive investment fiduciary. Compensation is assessed as a percentage of total plan assets for investment fiduciary services. Our service adds a layer of fiduciary protection that we believe makes the plan even more valuable.

  • Proprietary investment screening technology enables LeafHouse to be platform agnostic. We are integrated with dozens of recordkeepers and their distinct platforms. Plan sponsors can select their preferred recordkeeping partner, and LeafHouse can serve them on any platform.

  • LeafHouse is a cost competitive investment fiduciary. Compensation is assessed as a percentage of total plan assets for investment fiduciary services. Our service adds a layer of fiduciary protection that we believe makes the plan even more valuable.

Discretionary Investment Management

  • 3(38) Service

  • Suitability conversations with Employers and advisors

  • Quarterly reports

  • Quarterly investment commentary

  • Quarterly review/monitor and implement fund changes if necessary

  • Services are available at 54 RKs / 98 platforms

  • LeafHouse Onboarding, Service, and Investment desks are accessible

  • Model management

  • Access to CITs

Non-discretion

For specific recordkeeper platforms we offer 3(21) Service

LeafHouse provides a vetted and approved fund list that advisors and plan sponsors can select for their lineup.

Plan sponsors still retain ultimate fiduciary responsibility for all investment decisions and fund changes

Investment Review

  • Uses several funds data metrics for the prudent evaluation, selection and monitoring of investments

  • Quantitative and qualitative review of investments

  • Proprietary algorithm that continually monitored and updated

  • Peer to peer evaluation

  • Score index funds

  • The lowest rational share class cost is applied

  • Utilizes school grading analogy that is relatable to everyone

  • Clear output that is easily understood by advisors and plan sponsors