Phoenix American - Reinventing the Role of Transfer Agent

Our 40 years of experience administering over one million investments, 40 syndicators and 460 funds have earned Phoenix American a well-deserved reputation for excellence in direct investment services.

Phoenix American provides unparalleled transfer agent as well as sales and marketing reporting services to companies that manage investment programs with industry specialization in:

• Real Estate Syndication
• REITs
• Income Funds
• Managed Futures
• Alternative Investments
• Asset-backed Securities
• Leasing

Our reputation speaks for itself. Distinctive quality, superior performance and committed customer service at a reasonable price makes Phoenix American your total solution for investment administration, accounting and sales reporting. We offer:

Full Service Investor Administration – including

• New Business Processing
• Bank Account Management
• Daily NAV Processing
• Electronic Document Management
• Database & File Management
• Electronic & Physical Data Storage
• Confirmation Letters
• Investor / Rep Access to Records Through Customized Web Portal

Investor Relations

• Dedicated Call Center
• Over 10 Years Average Employee Experience
• Headquarters-based Customer Service
• Email Alerts & Communications
• Distributions
• Redemptions
• Account Summary
• Commission Calculation
• Proxy Processing
• Tax Reporting
• Tax Services - 1099/K-1 Processing
• Comprehensive Sales & Marketing
• Escheatment
• OFAC Compliance

In 2010, Phoenix American introduced the STAR 2010-XMS transfer agent system, a state-of-the-art web-based investor administration system that has transformed what clients expect and what they derive from their transfer agent experience. This powerful utility makes your shareholder database intuitive, transparent and available anywhere an internet connection is available. And with SalesStrike, a premium module of STAR, our clients realize the full marketing potential of their investment and sales information with a powerful set of reporting tools fully integrated with their transfer agent system.

For more information on Phoenix Transfer Agent Services, contact Jeff Iverson at (415) 223-1738