Press Release

Leafhouse Launches the Automated Personalized Portfolio™ in Collaboration with BlackRock and iJoin

Issued by LeafHouse

Oct. 28, 2024

[Austin, TX] – LeafHouse continues to grow its Automated Personalized Portfolio™ (APP) offerings in conjunction with iJoin by offering a version integrating BlackRock glidepath services.

LeafHouse and BlackRock are excited to announce a new collaboration between the firms that will enable LeafHouse to deliver personalization at an appropriate price. This innovative APP program leverages the strengths of a consortium of industry leaders to offer a personalized retirement savings and growth solution for the everyday American worker.

LeafHouse’s FlexFiduciary™ and reallocateIT™ portfolio management technologies, combined with iJoin’s participant-centric experience, creates an automated personalized retirement portfolio solution. Available on the iJoin platform, this technology-driven solution offers a customized portfolio management service with 3(38) investment manager fiduciary oversight at a cost as low as 12 basis points (excluding investment expenses).

The collaboration with BlackRock, LeafHouse, and iJoin ensures a diversified and robust investment strategy. LeafHouse will serve as the model manager, providing fund fulfillment and allocation technology, while acting as the participant-level fiduciary. BlackRock’s LifePath® lifecycle investing research and expertise is integrated into the APP solution, for LeafHouse to leverage for individualized portfolio construction.

This collaboration aims to meet key employer and advisor requirements, leading to individual investor success. LeafHouse’s FlexFiduciary™ service aids employers in fullifilling their fiduciary obligations, reducing costs, conduct oversight, and mitigate risk. iJoin’s personalized goal projections and user experience integrate seamlessly with a plan’s existing investment lineup.

The efficient technology and cost structure of the APP program surpasses traditional managed accounts. It offers automated, personalized solutions at significantly lower market pricing. This tool empowers advisors and sponsors to maintain continuous fiduciary monitoring while providing cost-sensitive personalized portfolios. Advisors have the flexibility to retain or delegate the plan-level 3(38) responsibilities.

“Utilizing BlackRock, the largest asset manager in the world, allows us to bring unparalleled investment expertise to our Automated Personalized Portfolio,” says Todd Kading, CEO of LeafHouse. “Their glidepath expertise combined with our innovative fiduciary solutions ensures that participants receive a truly personalized and robust retirement planning experience.”

Robert Crothers, Head of U.S. Retirement at BlackRock says, “As a leader in innovative retirement solutions, we see personalization as an exciting innovation in the evolution of QDIA strategies. We are thrilled to collaborate with industry leaders LeafHouse and iJoin in bringing our lifecycle investment capabilities to plan sponsors and participants seeking personalized retirement savings solutions.”

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to our clients and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate

About LDI-MAP, LLC (dba iJoin)

iJoin is a leading retirement plan infrastructure technology partner supporting cost-efficient personalized managed account programs, built-in plan health analytics and reporting tools, financial education and wellness, access to guaranteed income products, and IRA rollovers. We're built to help financial advisors differentiate and win. LDI-MAP (d.b.a. iJoin) is a registered investment advisor with the State of Arizona – 16430 N. Scottsdale Road Suite 200, Scottsdale, AZ 85254. Learn more at ijoinsuccess.com.

About LeafHouse

LeafHouse specializes in creating investment solutions for retirement plans including investment fiduciary services, manufacturing investment vehicles, automated personalized portfolio programs, IRA & HSA offerings, and enterprise technology solutions.

LeafHouse is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about LeafHouse including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request. Past performance is not indicative of future results.

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