Sali

SALI Fund Services, a JTC Group company based in Austin, Texas, has been a prominent provider of fund services since 2002. The company specializes in the creation and administration of Insurance Dedicated Funds (IDFs) and Separately Managed Accounts (SMAs). SALI offers a comprehensive solution that helps investment managers establish tax-compliant IDFs linked to insurance platforms like Private Placement Variable Annuities and Private Placement Life Insurance accounts.

With a portfolio of over 200 IDFs, SALI serves a diverse clientele, including boutique hedge funds and major wealth management institutions. The company collaborates with investment managers, insurance companies, and brokers to design IDFs for institutional investors, family offices, and high-net-worth individuals. SALI's core services encompass fund administration, compliance management, and operational support, ensuring that IDFs meet regulatory requirements while allowing asset managers to concentrate on their investment strategies and client relationships.