A technology company that creates investment solutions for the retirement plan industry.
Pursuing Innovation and Breaking Boundaries
What sets LeafHouse apart?
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We Are Flexible
LeafHouse recognizes each retirement plan is unique. We conduct suitability conversations and utilize technology to customize investment solutions for the industry.
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We Are Cost-Effective
LeafHouse is a cost competitive investment fiduciary.
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We Are Compatible
LeafHouse builds industry partnerships for the betterment of investors.
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We Are Independent
LeafHouse’s advice is objective. We believe the investors’ interest is paramount.
Create new partnerships and expand existing relationships with LeafHouse.
LeafHouse is an experienced, national discretionary investment manager and consultant for the retirement plan industry. LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, Automated Personalized Portfolio™ programs and enterprise technology solutions.
The firm has the organizational strength and technological platform to meet the needs of clients and partners. LeafHouse collaborates with advisors, recordkeepers, investment managers, and administrators to develop creative solutions and build partnerships. The firm aims to modernize technologies, increase communication, and improve data insights in order for industry leaders to drive change tomorrow.
LeafHouse has a vision to transform systems and build new paradigms to make people’s financial lives better.
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Broker Dealers
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Financial Advisors
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Fund Managers
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Plan Sponsors
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Recordkeepers
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Third Party Administrators (TPAs)
Discover how LeafHouse can be the right solution for you.
Do you want to reduce your fiduciary risk and associated workload to focus on participants? Are you interested in utilizing an integrated and flexible solution that helps guide plan sponsors?
Do you want to differentiate your practice and offer innovative solutions to your clients? Partner with LeafHouse to deliver pinnacle technology and make it available at the lowest cost so that it is accessible to everyone in the marketplace.
LeafHouse Grading System
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.
Our agile team, vast investment knowledge, and advance technology allows us to create smart and flexible packaged retirement solutions to best serve clients.
Expand your offerings by leveraging our resources.
Smart Analytics Controlled By You
Capture every plan and its lineup across all Recordkeepers and automate your fund monitoring process.
As the environment changes due to a shifting regulatory landscape and fluctuating markets, financial services becomes more complex.
Our leadership team has demonstrated a unique ability to succeed in this dynamic environment.
Our solution integrates investment acumen, proprietary technology, and industry knowledge to create innovative solutions for the benefit of the Everyday American Worker.
Our business continues to flourish as we expand our services and establish new partnerships.
We have grown by 100% the past two years consecutively.
50+
RECORDKEEPING
PLATFORMS
15B+
TOTAL ASSETS