LeafHouse

LeafHouse is a national discretionary investment manager and consultant specializing in retirement plan solutions. The company provides investment fiduciary services and creates customized investment solutions through its proprietary LeafHouse Grade Point Average algorithm, which evaluates investments using quantitative and qualitative metrics. LeafHouse manufactures investment products in partnership with various asset managers, recordkeepers, and trust companies to deliver lower-cost investment options. The firm's flagship offering is the Automated Personalized Portfolio (APP) program, which provides personalized retirement savings and investment management services. As of December 2021, LeafHouse oversaw more than USD 15.4 billion in ERISA 3(21) and 3(38) fiduciary assets under management across 2,400 clients on 45 recordkeepers and 94 platforms. In April 2024, LeafHouse expanded its APP program through partnerships with State Street Global Advisors and Dimensional Fund Advisors to offer personalized retirement savings solutions with lifetime income features. The company's technology-driven approach enables it to provide portfolio management services with 3(38) investment manager fiduciary oversight at costs as low as seven basis points, excluding investment expenses.

In November 2024, LeafHouse further expanded its offerings by announcing the launch of the Alta Privately Managed Alts Fund, a Collective Investment Trust featuring private investments managed by Apollo and Franklin Templeton, designed to provide qualified plan participants access to private market investments.

Key customers and partnerships

LeafHouse maintains significant partnerships with major financial institutions. In April 2024, the company collaborated with BlackRock to integrate their glidepath services into the APP program. The firm also partnered with iJoin to deliver participant experience technology, and with State Street Global Advisors to incorporate their GTC Retirement Income Builder Series funds. Additional partnerships include Dimensional Fund Advisors for evidence-based investment solutions, and Advantage Retirement Solutions (ARS) for lifetime income strategies. LeafHouse also serves as a fiduciary service provider for Nationwide Retirement Flexible Advantage program. In March 2022, the company partnered with Transamerica, FuturePlan by Ascensus, and Natixis Investment Managers to launch the Sustainable Futures ESG Group Plan Solution.