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.
Insurance Solutions Team Andrew Friedwald, Executive Director
To learn more, contact our Insurance Solutions team.