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 Research and Development team at SALI Fund Services focuses on enhancing and innovating the firm's fund administration and creation processes. This team conducts market research, develops new investment strategies, and collaborates with asset managers to optimize Insurance Dedicated Fund (IDF) offerings. By leveraging data-driven insights, they aim to ensure compliance and improve the overall performance of IDFs within the evolving financial landscape.

Research and Development

Analytical Roles

Client Relations and Support

Research and Development

About

Team members

Other teams at SALI Fund Services, a JTC Group Company

Analytical Roles

Client Relations and Support