SALI Fund Services, a JTC Group Company
Investment ManagementTexas, United States51-200 Employees
Based in Austin, Texas, SALI Fund Services is a mid-sized investment management services firm founded in 2002. It provides a turnkey solution for creating and administering Insurance Dedicated Funds and serves as the ongoing fund administrator for these structures. SALI administers more than 200 IDFs and over 70 Separately Managed Accounts for a client base that ranges from boutique hedge funds to large wealth-management institutions. The firm enables investment managers to establish tax-compliant IDFs that can be attached to insurance platforms such as Private Placement Variable Annuity and Private Placement Life Insurance accounts. SALI operates as a member of the JTC Group.