For a limited time, LeafHouse will provide advisors and employers an assessment of the health of a plan’s investment lineup with a LeafHouse Investment Committee member at no cost.
In response to the Novel Coronavirus pandemic, LeafHouse Financial is suspending its normal restrictions for using the LeafHouse GPA® system, according to a press release. The LeafHouse GPA® is the firm’s proprietary Fund Evaluation and Monitoring Methodology program. The platform enables LeafHouse to grade each manager/investment according to how it performs relative to its peers, providing actionable intelligence to plan advisors and employers.
In addition to the free plan sponsor offering with access to the Investment Committee, LeafHouse is also providing these resources to advisors and plan sponsors:
- Curated industry content from many of the largest global money managers to address current topics on the LeafHouse Resource site
- Assistance coordinating virtual meetings between advisors, their plan sponsor clients and other service provider
The new LeafHouse FreeThought™ webinar series provides retirement plan resources and features industry expert guest speakers geared toward employers and plan advisors. This educational format delivers content on relevant topics such as the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
LeafHouse Financial is a national discretionary investment manager and consultant for all types of retirement plans. LeafHouse acts in both a 3(21) and 3(38) fiduciary capacity for a multitude of private and public retirement plans that range from start-up to large institutions across the United States.
More information is at https://www.leafhousefinancial.com/.
