Transfer Agent

Phoenix American - Reinventing the Role of Transfer Agent

Our 35 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 Transfer 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
  • Alternative Investments
  • Asset-backed Securities
  • Leasing

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

Full Service Investor Administration – including

  • New Business Processing
  • Bank Account Management
  • 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

Phoenix Transfer introduces the STAR-XMS transfer agent system, destined to transform what clients expect and what they will derive from their transfer agent experience. And with SalesStrike, our clients will realize the full marketing potential of their investment information with a powerful set of reporting tools fully integrated with their transfer agent system.

For more information on Phoenix Transfer Agent Services, contact Tony Olivo at (415) 223-1710.

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Learn how the STAR-XMS system can streamline your investment operations.
Call Tony Olivo at (415) 223-1710.

Star 2010-XMS

The STAR System Web Portal gives you the high-level access to your data that you need, which makes your life easier.
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