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For over 75 years, Wakefield has been developing long-term quality partnerships in the medical recovery services industry. We customize the specific needs and requirements of our clients through continuous improvement by identifying and staying apprised of their progressing requirements. People, Process, and Technology are the three core components of our continual success and longevity.
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.
T.E. Freuler Agency is a Somerset, NJ-based company in the Financial Services sector.
Chase Accounting Services, P.C. is a Ogden, UT-based company in the Financial Services sector.
Transfund is a Tulsa, OK-based company in the Financial Services sector.