Insurance Dedicated Funds

We offer high-net-worth investors, family offices and taxable corporate entities access to multi-manager products available via tax-efficient insurance and annuity products.

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We offer high-net-worth investors, family offices and taxable corporate entities access to multi-manager products available via tax-efficient insurance and annuity products.

As an early adopter of Insurance Dedicated Funds (IDF) and one of the largest asset managers of these funds in the hedge fund industry, we can help investors address the tax burden associated with making alternative investments. These funds are available to investors utilizing insurance and/or variable annuity contracts.

Through select insurance carriers, our funds are available in a variety of structures:

  • Private Placement Life Insurance (PPLI)
  • Private Placement Variable Annuities (PPVA)
  • Corporate Owned Life Insurance (COLI)/Insurance Owned Life Insurance (IOLI)

The Titan Legacy Funds are multi-investor funds specifically designed for use in variable annuity and insurance contracts.

To learn more, contact our Insurance Dedicated Funds team.

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