About Us

About Us

Where Expertise Meets Opportunity.

Level Bridge Capital is a specialized investment firm focused exclusively on life settlement investments. We provide accredited investors with access to a unique alternative asset class—life insurance policies purchased from policyholders seeking immediate liquidity. By leveraging life settlements, we help clients build diversified portfolios designed to deliver steady, risk-adjusted returns with low correlation to traditional financial markets. Our investment philosophy prioritizes capital preservation, ensuring that our clients’ portfolios remain resilient amid market volatility and economic uncertainty.

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Our Vision

Unlocking Opportunities, Delivering Results.

Our vision is to become the leading provider of life settlement investments by offering innovative solutions that enhance portfolio performance and deliver consistent returns. We are committed to building a reputation for trust, transparency, and excellence in every transaction—ensuring that each investment aligns with our mission of long-term wealth creation and preservation. Our goal is to provide an investment experience rooted in safety, stability, and investor confidence.

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Our Values

Trust

We prioritize transparency and integrity, providing our investors with full visibility into their life settlement investments and the confidence that we always act in their best interests

Innovation in Alternative Investments

We offer exclusive life settlement opportunities backed by deep industry insight—aiming to deliver stable returns across all economic conditions through an investor-first approach.

Excellence in Execution

Our team’s expertise in life settlements, distressed asset acquisition, and wealth preservation drives optimal returns through disciplined risk mitigation and strategic capital protection.

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Our Team

We Are A Great Family

We succeed when our clients succeed. To effectively manage risk, we built a proprietary risk engine that uses data pulled from APIs, financials provided by our clients, and machine learning to model a company’s future growth.

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Jack Spencer

Chief Executive Officer
Jack is the founder and chairman of Health Invest. Wth 20 years in the executive search business.
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James Belfort

Strategic Advisor, Investor
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Amanda Elay

Senior Vice President
ArtwA wonderful serenity has taken possession of my entire soul, like these sweet mornings of spring
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Mariah Carry

Consultant
As a managing director at the firm, Mike oversees the strategic plans for Fort Pitt Capital’s future.
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Gina Kennedy

CEO Founder
Bernie Clinton is a dedicated water professional who combines analytic We are e Consulting
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Samanta Willaian

CEO Founder
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Our Services Are

  • Based on your personal needs and circumstances
  • Focused and disciplined with an emphasis on trust, integrity, expertise, and service
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Based on unbiased, professional experience
Talk With An Advisor
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Central Office

Our Address

433 Plaza Real
Boca Raton, FL 33432

Email Address

info@levelbridgecapital.com

Phone

800-207-5579