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Founded in 2002, SALI Fund Services provides a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). Currently, SALI administers 95 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.
Proponent Federal Credit Union is a Nutley, NJ-based company in the Financial Services sector.
Decision Financial Services is a Antioch, CA-based company in the Financial Services sector.
Sand Hill Global Advisors delivers outstanding wealth advisory and investment management services to individuals and families, as well as to endowments and foundations. For more than three decades, we have partnered with our clients to offer objective advice, customized planning, and sophisticated investment management. While our investment philosophy is global, our focus is on our clients’ goals - here and now. The Sand Hill team is, first and foremost, committed to the financial well being of its clients.
Truxton Trust Company is a provider of private banking, wealth management, trust, and family office services for wealthy individuals, their families and their business interests. Serving clients across the world, Truxton`s vastly experienced team of professionals provides customized solutions to its clients` complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton Trust upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).