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 ("IDFs") 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.

Spearhead Administrative Services

Ken Foley

This department is responsible for overseeing and guiding the overall strategic direction and operational management of the organization.

Executive Leadership

This department oversees fund management and financial services, driving investment strategies and client relationships.

Spearhead Administrative Services

Org chart

Teams

Executive Leadership

Investment Services

Offices

Spearhead Administrative Services

Org chart

Teams

Executive Leadership

Investment Services

Offices

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