Other Services 

403(b) Rollover: Gold Leaf will assist you with all the paperwork involved in your 403(b) rollover. Then when your assets have transferred, Gold Leaf will invest your money based upon what you have told us are your investment needs. In all cases, your IRA will be managed solely in your best interests. As a fiduciary, Gold Leaf is sworn to act for your benefit only. 

Non-profits Asset Management: Gold Leaf can manage the assets of a non-profit. Our investment strategy of capital preservation is often a perfect match for non-profits who generally want to minimize risk within a portfolio. 

Endowments and Scholarship Funds: Many endowments and scholarship funds seek a lower risk level to ensure preservation of capital. Gold Leaf can help you manage an investment portfolio in a conservative fashion.


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