Disclosures

Investment advisory services are offered through Spearhead Administrative Services, LLC, (“SAS”) a registered investment adviser with the Securities and Exchange Commission (“SEC”). Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability. SAS only transacts business in those states in which it is registered or qualifies for a corresponding exclusion from registration requirements. Additional information about SAS can be found in the Firm’s Form ADV disclosure documents, the most recent versions of which can be found on the SEC’s Investment Adviser Public Disclosure website. Securities offered through The Leaders Group Inc., a registered broker/dealer, member FINRA and SIPC.

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SAS does not guarantee results and past performance is not indicative of future results. Investors could lose all or substantially all of their investment. 

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This is for informational purposes only and is not an offer or a solicitation to sell or subscribe to any fund and does not constitute investment, legal, regulatory, business, tax, financial, accounting, or other advice or a recommendation regarding any of any fund or vehicle managed by SAS, or of any other issuer of securities. Only a definitive offering document can make such an offer.

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This website contains links to other websites as a convenience to the reader. These include links to websites operated by one or more of the following: government agencies, nonprofit organizations and/or private businesses. When you use any of these links, you are no longer viewing our material, and our Privacy Notice will not apply. When you link to another website, you are subject to the privacy policy of that new site. When you follow a link to one of these sites neither SAS, nor any agent, officer, or employee of SAS warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from those websites does so at her or his own risk.