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Understanding the Direct Investment
Industry
Behind STAR is our 30 year record of direct
investment experience and reputation for distinctive quality
and superior performance in customer service.
Our track record includes servicing over 525,000
investors in 460 programs with over $233 million in cash distributions
every year. We have consistently placed our clients’
needs first and have proven ourselves to be dedicated, responsive,
diligent and knowledgeable administrators of comprehensive,
cost effective Investor Services. We stand by our 95% client
retention rate.
Phoenix American Financial Services, Inc. can
provide you with our fully dedicated and experienced service
group who will give you precisely the level of administrative
support you require. After years of experience in the industry,
we excel in meeting the systems, staff, regulatory and fiduciary
demands of servicing investors and shareholders.
Phoenix American Financial Services, Inc. offers
a full range of Investor Services:
- Transfer Agency Services
- Proxy Services
- Distribution and Dividend Calculation
- Offering Period Processing
- Printing and Mailing Services
- Bank Reconciliation
- Cash Management Services
- K – 1 / Form 1099 Processing and Reporting
- Investment Tracking and Reporting
- Tax and Regulatory Reporting
- Management Reporting
Outsourcing with PAFS can save you time,
refocus resources, simplify and improve your operations, and
reduce costs. Talk to PAFS representative today to learn more
about our outsourcing solutions and how they will enhance
your business.
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