Customized Solutions for RIAs & Asset Managers
within the Private Placement Life Insurance Market
We make building private placement solutions as seamless as possible, so our partners can focus on what they do best: investing for their clients and investors.
A Different Kind of Partner
Spearhead enables RIAs and Asset Managers to manage assets through private placement insurance structures. We handle 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 greater customization for our partners’ end clients, while Insurance Dedicated Funds (“IDFs”) are designed to help investment managers scale quickly and efficiently in this marketplace.
As the administrator, Spearhead is agnostic as to which solution is best for our partners. We collaborate with each partner to determine the right approach and ensure the program is structured to support their long-term organizational goals.
Solutions Built Around Your Strategy
Insurance Dedicated Funds (IDFs)
Spearhead operates a Delaware multi-series LLC structure that enables asset managers to efficiently create and launch new IDFs. Each IDF series is ring-fenced with its own assets and liabilities and operates independently from the others.
Our structure is designed to lift up an asset manager’s traditional fund strategy and apply it within a private placement insurance framework.
Separate Managed Account (SMA) Programs
Spearhead is an approved administrator of SMA programs for RIAs and wealth advisory firms.
We provide the administrative support behind each SMA program, allowing our partners to focus on managing customized investment solutions for their clients.
Our platform enables partners to create bespoke offerings that leverage their investment expertise, knowledge, research, and “edge.”
Who We Work With
RIAs & Asset Managers
Spearhead enables RIAs and asset managers to deliver bespoke investment solutions for their clients. We bring the structure, expertise, and operational support needed to navigate the complexities of the private placement marketplace.
Life Insurance Producers
With decades of experience in the private placement insurance marketplace, our team reduces friction between life insurance producers, carriers, and asset managers. Our involvement helps create a more seamless transaction and ongoing relationship for everyone involved.
Private Placement Insurance Carriers
Spearhead works with leading insurance carriers in the private placement marketplace, assisting with the design and implementation of new SMA and IDF solutions.
Why Spearhead?
We bring together innovation and practical experience. The private placement marketplace continues to evolve. We help our partners stay ahead of it.
Simplicity & Efficiency
We make building new investment solutions within the PPLI and PPVA space simple, efficient, and aligned with the needs of every party involved.
Depth of Experience
With nearly a century of combined experience creating and administering SMAs, we give our partners the expertise they need to deliver customized investment solutions.
Partnership Driven
We work closely with insurance producers, RIAs, asset managers, and carriers to build strong partnerships and deliver successful outcomes for all involved.
Thought Leaders
We educate our partners and the broader marketplace on private placement insurance solutions, sharing knowledge that builds understanding.
Creative & Nimble
We think creatively and move quickly to solve challenges, develop practical solutions, and address the unique needs of our partners and their clients.
By The Numbers
Insights From the Front Lines
Spearhead CEO, Ken Foley, recently sat down with Jay Judas of Life Insurance Strategies Group for their Tier One.
Discover the art of the possible Purpose-Built Investment Solutions
For a Purpose-Driven Market
Every partnership starts with a conversation. Whether you’re launching a new strategy or exploring new possibilities within the PPLI and PPVA market, we’re ready to help you take the next step.