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THE DISTRIBUTORS: BROKER-DEALERS & RIAs

NAPA FIRM PARTNERS

LATUS GROUP, LTD.

LEAFHOUSE FINANCIAL

LAS VEGAS, NV • LATUS-GROUP.COM

AUSTIN, TX • LEAFHOUSEFINANCIAL.COM PRIMARY COLOR PALETTE SCALE

KEY CONTACTS

KEY CONTACTS

David Segarra • 702.922.7820 • davids@latus-group.com

Ben Bates • 512.879.1505 • bbates@lhadv.com Kassandra Hendrix • 512.879.1505 • khendri lhadv.com

FIRM PROFILE

FIRM PROFILE

The atus roup is a Corporate etirement lan Consulting firm ocused on providing financial and retirement planning solutions to companies and their employees throughout the United States. The firm prides itsel on delivering a personali ed e perience to every client relationship, built upon trust, education, and total fee transparency. Our consulting team represents a diverse background o e perienced independent financial advisors that bring peace o mind to your company retirement plan through e tensive Investment due diligence, fiduciary training programs, participant advice and education, provider benchmarking, and effective plan design.

LeafHouse Financial (“LeafHouse”) is one of the premier discretionary investment managers in the nited tates. It is managed by Todd Kading (President) and Neal Weaver (CEO). We serve in both a 21 and a fiduciary capacity or over 1200 private and public clients. Our firm oversees $5 billion o assets under management on 50 plat orms in 50 states. ea ouse is a proactive and le ible iduciary o ering industry leading investment services to Defined Contribution and Defined enefit retirement plans. We aim to provide the ma imum level o protection at a lo cost, customi e lineups, and have a dedicated onboarding/transitions team.

PRIMARY MARKET(S) SERVED

PRIMARY MARKET(S) SERVED

Small [$1-$10 million] • Mid [$10-$100 million] Large [$100-$250 million]

Micro [< $1 million] • Small [$1-$10 million] • Mid [$10-$100 million] Large [$100-$250 million] • Mega [> $250 million]

OPTIONS AVAILABLE

OPTIONS AVAILABLE

• 3rd Party Vendor Analysis Tool

• 3rd Party Vendor Analysis Tool

• rd arty Investment nalysis Tool

• rd arty Investment nalysis Tool

• Other Tools

• Other Tools

• Benchmarking Tools

• Benchmarking Tools

• Participant Advice/Participant Services

• Allows Fiduciary Declaration 3(21)/3(38)

• Allows Fiduciary Declaration 3(21)/3(38)

• Custom Risk Based/Target Date Models

• Plan Design Consulting • Plan Sponsor Fiduciary Training

• Stable Value Analysis

• Minimum Fee Schedules

HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS

HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS

20

3RD PARTY CLEARING BD

N/A

3RD PARTY CLEARING BD

5

Centaurus inancial, Inc.

84 NAPA BLACK BOOK

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2018

12/4/18 8:32 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.