Services
More Than Administration
Launching an Insurance Dedicated Fund or Separate Managed Account program demands thoughtful planning, regulatory oversight, insurance carrier coordination, and an experienced partner who understands the nuances of the private placement marketplace.
Whether you’re introducing your first solution or expanding an established offering, Spearhead provides the operational framework and strategic guidance to help you move forward with confidence.
Less complexity. More opportunity.
Our Services
Insurance Dedicated Fund (IDF) Formation
Lift up your investment strategy and apply it to an insurance-dedicated fund structure designed for the PPLI and PPVA marketplace.
Our Delaware multi-series LLC structure enables investment managers to efficiently establish customized Insurance Dedicated Funds while maintaining separate assets and liabilities for each distinct series. Whether you’re adapting an existing strategy or launching a new offering, we help streamline the process from formation through ongoing administration.
- Expand your existing investment strategy within the private placement insurance marketplace.
- Differentiate your offering with institutionally designed, insurance-dedicated investment vehicles.
Separate Managed Account (SMA) Programs
Deliver highly customized investment solutions to meet individual client needs.
We help RIAs and wealth advisory firms establish and administer Separate Managed Account programs that allow advisors to create bespoke portfolios for their clients while remaining compliant with IRS rules and insurance carrier requirements. The result is greater flexibility, enhanced structuring, and an efficient operational experience.
- Increase your offering of investment solutions to clients
- Manage bespoke portfolios for clients within a tax-advantaged structure
Everything You Need to Move Forward
Building an IDF or SMA is only part of the journey. Every engagement includes the operational expertise, industry relationships, and ongoing support needed to help your solution succeed.
Compliance & Oversight
We help navigate regulatory requirements, program governance, and ongoing operational oversight throughout the life of your solution.
Carrier Platform Integration
Leverage our relationships with leading PPLI and PPVA carrier platforms to streamline implementation and market access.
Audit & Accounting Coordination
We coordinate with trusted professionals to simplify audit, accounting, and tax processes while keeping your program on track.
Marketing & Distribution Support
Educational resources and strategic support help partners introduce new offerings with confidence.
Every Solution is Built Around Your Vision
Whether you’re creating a new IDF, launching an SMA program, or exploring opportunities within the PPLI and PPVA marketplace, Spearhead provides the experience and support to help bring your strategy to market.
Collaborative by Design
Every partner has unique goals, investment strategies, and clients. That’s why we don’t believe in a one-size-fits-all solution. We take a consultative approach to every engagement, combining industry expertise with flexible infrastructure to help partners build customized programs that align with their long-term vision.
Our team is committed to making a highly specialized process more efficient, more transparent, and more collaborative.
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.