LeafHouse Financial

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.

”LeafHouse Financial believes that retirement plan data should be standardized and accessible.  The democratization of data is vital to creating a more transparent retirement industry that ultimately helps the everyday American worker prepare for the future.  Attempts to translate between existing fund identifiers frequently result in incomplete coverage. Onerous user fees and restrictions on critical data prevent the free flow of information. Resources wasted overcoming these obstacles are more effectively spent in developing better ways to help employees. We support the FIGI identifier as a means to provide increased fiduciary oversight through more complete and open access to industry data.” Dale Homburg, Chief Technology Officer