Discover the Art of the Possible
Spearhead enables RIAs and Asset Managers to manage assets through private placement insurance structures. Spearhead handles the entire relationship with the insurance carrier, allowing our partners to focus on what they do best, managing capital for their clients.
We provide two primary investment solutions that can fit any wealth or asset management business. Separate Managed Account (“SMA”) programs provide more customization for our partners' end-clients, while Insurance Dedicated Funds ("IDF") are built for investment managers to scale quickly and efficiently in this marketplace.
As the administrator, Spearhead is agnostic as to which solution is built for our partners, and we collaborate with each of them to ensure the program is molded to achieve their long-term organizational goals.
Separate Managed Account ("SMA") Programs
Spearhead is an approved administrator of SMA programs on behalf of RIAs and wealth advisory firms.
Spearhead provides administrative services to each SMA program, allowing our partners to focus on managing custom investment solutions for their clients on an individualized basis.
We enable our partners to create bespoke offerings that leverage their investment skills, knowledge, research, and “edge.”
Insurance Dedicated Fund ("IDF") Structures
Spearhead operates a Delaware multi-series LLC structure that enables asset managers to seamlessly and efficiently create and launch new IDFs.
Each IDF series is ring-fenced with its own assets and liabilities and operates independently of the other series.
Our structure is built to lift up an asset manager’s traditional fund strategy and apply it within the framework of private placement insurance solutions.
As of Q4 2024:
Learn how you can use PPLI and Spearhead to grow your business.
Education and Thought Leadership
Who We Work With
RIAS and
Asset Managers
Spearhead enables RIAs and asset managers to deliver bespoke and customized investment solutions for their clients. Spearhead oversees the entire relationship with the insurance carrier, allowing our partners to focus on what they do best, managing capital for their clients.
Life Insurance Producers
The Spearhead team has decades of experience delivering new solutions to this marketplace. We leverage this knowledge to help reduce the friction between the life insurance producer, life insurance carrier, and asset manager, allowing for a more seamless transaction and ongoing relationship.
Private Placement Insurance Carriers
Spearhead works with major insurance carriers within the private placement insurance marketplace, assisting in both the design and implementation of new SMA and IDF solutions.
What Makes Spearhead Different?
Simple and Efficient
Our objective is to make the process to build new investment solutions within the PPLI & PPVA space simple and efficient, and within a timeframe that works for all parties to the transaction.
Experts in SMAs
Our team of seasoned professionals has several decades of combined experience in creating and administering SMAs. We leverage this expertise so our partners can focus on what they do best: managing bespoke, customized investment solutions for their clients.
Partnership Driven
Whether we are working with insurance producers, RIAs, asset managers, or carriers, we operate with a spirit of partnership. We believe that collaboration is key to delivering successful outcomes for our clients.
Creative & Nimble
We are creative thinkers looking for solutions to solve our partners’ pain points, and strive to identify and implement these solutions in a nimble manner.
Thought Leaders
We are committed to educating our partners, as well as the more broad marketplace on the benefits of private placement insurance solutions. We believe that shared knowledge is key to building strong and lasting relationships with our clients and partners.