Tax-efficient Insurance Dedicated Funds / Titan Advisors

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.

Insurance Solutions Team Andrew Friedwald, Executive Director

Andrew Friedwald leads the Insurance Solutions team at Titan Advisors and is one of the pioneers of this investing concept. His in-depth understanding of variable insurance structures is enhanced by the relationships he has throughout the insurance industry.

More about Andrew Friedwald

Rob joined Titan Advisors in 2010 after four years of alternative investment insurance-industry experience, sourcing and managing insurance-focused investments.

More about Rob Wilson

To learn more, contact our Insurance Solutions team.