Our Offerings:

Proven Flexible Outsourcing Services

Phoenix American Financial Services, Inc. (PAFS) has the right outsourcing solutions for your company. Our services will be tailored to your specific needs. We offer the best people, a superb track record, and the highest level of service. We will meet your needs.

• Investor Services: Specializing in Direct Investment Programs, our full service investment administration solution includes transfer agency services, investor relations, distribution processing, K-1 / 1099 generation, new business compliance, commission processing, and proxy services.

  Application-only solution of our proprietary Syndication Tracking and Reporting System (STAR) hosted at our site is also available.

• Accounting Services: PAFS offers a full-service financial outsourcing solution for companies that manage investment programs with specialization in the following industries:

• Leasing
• Aircraft Financing
• Asset-Backed Securitizations
• Real Estate Syndication

Our Accounting Services include general accounting, transaction processing, reporting and analysis. We also offer premium services for tax compliance, audit support and SEC reporting, including EDGAR filing services.

An accounting application-only solution hosted at our site is also available.

Outsourcing with PAFS can save you time, refocus resources, simplify and improve your operations, and reduce costs. Talk to a PAFS representative today to learn more about our outsourcing solutions and how they will enhance your business.

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