Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Austin, TX • leafhouse.com
Portland, OR • mfin.com
LeafHouse
M Financial Group
Key Contact(s)
Key Contact(s)
Kassandra Hendrix 512.879.1505 • khendrix@leafhouse.com Chad Brown 512.879.1505 • cbrown@leafhouse.com
Firm Profile LeafHouse is an experienced, national discretionary investment manager and consultant for the industry. The company collaborates with advisors, recordkeepers, asset managers, and administrators to create investment solutions for retirement plans including: investment fiduciary services, manufacturing investment vehicles, managed account programs and enterprise technology solutions. The firm aims to modernize technologies, increase communication, and improve data insights to drive change tomorrow. LeafHouse works with over 1,300 advisors to customize unique investment lineups based on suitability conversations and participant demographics for each retirement plan.
Shelley Sievers 503.414.7558 • shelley.sievers@mfin.com Steve McNeill 503.414.7576 • steve.mcneill@mfin.com
Firm Profile With more than 130 Member Firms in 36 states and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance and executive benefit firms has served the needs of high-net-worth individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million
Options Available • Preferred Provider Program
LeafHouse has a vision to transform systems and build new paradigms to make people’s financial lives better.
• Retirement Sales Desk Representative • Business Development Consultants
Primary Market(s) Served
• Recruiter for Retirement Plan Advisors
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
• 3rd Party Vendor Analysis Tool • Other Tools
Options Available
• Benchmarking Tools
• Retirement Sales Desk Representative
• CRM/Data Aggregation
• Other Tools
• Internal Rollover Program
• Participant Advice/Participant Services
• Allows Fiduciary Declaration 3(21)/3(38)
• CRM/Data Aggregation
• Custom Risk Based/Target Date Models
• Internal Rollover Program
• 408(b) (2) - In-House or Outsourced
• Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • Stable Value Analysis
Home Office Employees Supporting the Business 49
Home Office Employees Supporting the Business 20
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