Spearhead Administrative Services, LLC

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--> Spearhead | Private Placement Life Insurance top of page Spearhead Administrative Services We specialize in providing customized solutions for RIAs and Asset Managers within the Private Placement Life Insurance market. Contact Us 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,

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