Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 94 IDFs for a broad range of asset managers, from boutique hedge funds to the largest wealth management institutions in the world.
SALI enables investment managers to create tax compliant IDFs which can be attached to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. On an ongoing basis, SALI serves as the fund administrator to the IDF.
By leveraging SALI to build and administer an Insurance Dedicated Fund (IDF), an asset manager is able to do what they do best – manage money and deepen their client relationships. With 11+ years of experience, SALI enables asset managers to create IDFs with minimal expense and assures insurance companies that the ongoing administration will be managed in compliance with tax and regulatory requirements.
Wealthy families and individuals interested in tax-efficient investing…
Ultra-affluent families often earmark a portion of their investment portfolio assets to create a legacy through charitable giving.
Private Placement Variable Annuities are a powerful tool to address income tax planning uses for high net worth individuals. PPVAs benefit from no upfront commission
Many ultra-affluent families earmark an element of their overall wealth for charitable legacy planning. Private Placement Variable Annuity (PPVA) Investment Accounts
SALI has a dedicated team that understands the needs of our clients. We pride ourselves on being nimble and responsive while our infrastructure and know-how allows SALI to create Insurance Dedicated Funds (IDFs) for investment managers easily and efficiently.