Insights
Investment Tools
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.
Individual Risk Tolerance Questionnaire .
Use when working with your financial professional to determine your investment risk tolerance
Information Sheets
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.
LeafHouse Advantage
LeafHouse Financial 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.
The New Retirement Plan Advisor—Build Your Dream Team
Info sheet that lists advisor value added services, and describes the benefits of partnering with a 3(38) discretionary investment manager: LeafHouse Financial.
3(38) Institutional Investment Fiduciary Services
LeafHouse Financial 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.
3(38) & 3(21) Institutional Investment Fiduciary Services
LeafHouse Financial 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.
Position Papers
Perfect Prudence
Thoughts on the ERISA Prudent Investment Process – Bad to Better
By Chad Brown
Be Active When Choosing Passive
By Todd Kading & Michael Garberich
Third-Party Resources
Retirement Insights: Better Data for Better Outcomes
Prepared by First Eagle Investments
Retireside™ Chats
Back to Basics: Democratizing Advice
Special Guest:
Kevin Murphy, SVP—Head of Workplace, Franklin Templeton
How BlackRock is Thinking About Personalization in the Retirement Space
Special Guests:
Nick Nefouse, CFA®, Managing Director, Global Head of Retirement Solutions, BlackRock
Matt Bartch, CFA®, CAIA Director, BlackRock
Market Volatility, Diversifying Investments, Investment Intention, True Stock Value
Special Guests:
Mike Rosenberg, Head of Retirement Investment Solutions, First Eagle
Greg Schneider, National Sales Manager, Retirement Investment Solutions, First Eagle
Outsourcing, Product Development, Secure Act, and MEPs/Peps
Special Guest:
Stephen Dopp, National Director, Retirement Lord Abbett
Quick Takes
LeafHouse GPA: Qualitative Vs. Quantitative
Evolution of the LeafHouse GPA
The Modern Investment Fiduciary: Understanding the LeafHouse GPA
