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Customer Relationship Management
Securitization Administration + Accounting
Printing + Fulfillment
Back Office Services for Alternative Investment Funds
Phoenix American Financial Services understands your need to focus on the functions that make your investment fund a success. When you rely on Phoenix American for a customized solution to your back office needs, you have a valuable partner integral to your business and dedicated to the prosperity of your enterprise.

For decades, hedge funds, private equity, venture capital funds, non-traded REITs, securitizations, BDCs and alternative investment funds of every variety have turned to Phoenix American. Our long experience, cutting-edge technology and devotion to customer service streamline client operations to maximize shareholder value.
We pride ourselves on the efficiency and dedication of our headquarters-based employees.

We invest in our people. We never outsource. You reap the benefits.
transfer agent client

“You guys are the best business decision I ever made.”
     ~Current Phoenix
           American client