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DISCLOSURE STATEMENT

Investment advisory services are offered through Spearhead Administrative
Services, LLC, a registered investment adviser with the Securities and Exchange
Commission.  Securities may be offered through Spearhead Capital, LLC a
registered broker/dealer, member FINRA and SIPC.

 

Collectively, these entities, and their affiliates, are referred to as
Spearhead.

 

Spearhead does not guarantee results and past performance is not indicative of
future results. Investors could lose all or substantially all of their
investment. Spearhead, and related entities, advise on and offer fund services.
There can be no assurance that such funds will not be highly correlated with the
performance of traditional asset classes, or that the funds will achieve their
objective or avoid substantial or total losses. Member interests in Insurance
Dedicated Funds, are available only to insurance company investors on behalf of
certain segregated accounts for owners of variable life insurance and variable
annuity contracts.

 

Pursuant to requirements related to practice before the Internal Revenue
Service, any tax advice contained in any communication (including any
attachments) is not intended to be used and cannot be used, for purposes of (i)
avoiding penalties imposed under the United States Internal Revenue Code or (ii)
promoting, marketing or recommending to another person any tax related matter.

 

Any message from Spearhead, or its representative, and the information contained
therein, is intended only for the use of the person or persons to whom it is
addressed (the intended recipient). It may contain information that is
privileged and confidential within the meaning of applicable law. If you are not
the intended recipient of such a communication and have received the
communication in error, please contact the Spearhead a soon as possible and
delete the communication and all attachments from your system.  You should not
copy it or use it for any purpose or disclose its contents to any other person.
You are hereby notified that any dissemination, distribution or copying of this
communication is strictly prohibited. The views expressed or implied in this
communication are those of the author and may not necessarily be the views held
by Spearhead. Spearhead reserves the right to monitor all e-mails within its
network. Spearhead has taken precautions to minimize the risk of transmitting
software viruses, but you are advised to carry out your own virus checks on any
attachments to this message. Spearhead does not accept liability for any loss or
damage caused by software viruses.

 

Spearhead Administrative Services, LLC is an SEC-registered investment adviser
that maintains a principal place of business in Delaware.  Spearhead may only
transact business in those states in which it is registered or qualifies for a
corresponding exclusion from registration requirements.  Additional information
about Spearhead 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.

Advisory Services Offered through Spearhead Administrative Services, LLC



Securities Offered through The Leaders Group, Inc. Member FINRA   / SIPC  

FINRA

SIPC

Complete Disclosure Statement

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FINRA BrokerCheck

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Please Find our ADV Part 2A Here



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