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Our goal is to serve financial institutions in their digital transformation journey. We work with them to reach the right path, redefining their business by leveraging the newest digital technologies to create exponential revenue streams.
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.
DuTrac Community Credit Union, headquartered in Dubuque, Iowa is a $592 million, full-service cooperative financial institution owned by and serving more than 41 thousand members out of ten branches in the tri-state region. DuTrac Community Credit Union was chartered in 1946 to provide financial services to the employees of John Deere Dubuque Tractor Works. Since 1986, DuTrac has enjoyed serving individuals and families in the tri-state area.
The N.I.R. Group, LLC is one of the leading companies in the Financial Services sector.
Sdr Investment Management is a Altamonte Springs, FL-based company in the Financial Services sector.