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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.
In 1950, we opened our doors with a desk and small counter outside the personnel office at the Naval Supply Depot in Mechanicsburg, PA. Today, we have branch locations throughout Adams, Cumberland, Dauphin, Lancaster, Lebanon, Perry and York counties. Our members reflect the changing landscape of our geographical footprint as owners of the credit union. We`re local people serving our friends and neighbors in an effort to improve their financial well-being. We can offer lower loan rates and higher savings rates than other financial institutions, with the added benefit of local decisions. We also offer most of the same business services as other financial institutions. We don`t answer to stockholders or a paid board of directors. Our members have always been an integral part of who we are, and that remains so today. We are a growing credit union, but over the years we`ve kept our focus on what really matters - putting our members first.
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