Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 130+ 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.

Insurance

SALI Fund Services, a JTC Group Company

Thomas Nieman

Trinity Huus

Sarah White

Payden Hesser

Jonas Katz

Parker Philp

Cameron Vail

Laurie Lee

Michael Thomas

The Client Relations and Support team at SALI Fund Services plays a pivotal role in fostering strong partnerships with asset managers by delivering exceptional service and timely support. They manage client inquiries, ensure seamless communication, and provide comprehensive assistance throughout the fund administration process, enhancing client satisfaction and driving long-term success for both clients and the company.

Client Relations and Support

Analytical Roles

Research and Development

Client Relations and Support

About

Team members

Other teams at SALI Fund Services, a JTC Group Company

Analytical Roles

Research and Development