Our mission is to free investment management from the distraction of back-office operations and ensure precise accuracy and maximum efficiency in every interaction with investors, advisors, regulators, and auditors.
Phoenix began as an investment fund sponsor and thrived because of its unwavering commitment to investors. We have developed our people, designed our systems, and honed our processes with the success and satisfaction of every investor in mind. That commitment is at the core of our approach as an operational partner for our client firms. Our mission is to free investment management from the distraction of back-office operations and ensure precise accuracy and maximum efficiency in every interaction with investors, advisors, regulators, and auditors.
Fund management must be free to concentrate on making sales and acquiring assets. The kind of back-office support that makes this possible takes experience, thorough understanding of management’s goals, and a partner-oriented approach to service that is so complete it can only come from an organization that has been in a sponsor’s shoes, with a sponsor’s sense of responsibility to investors. Our deep experience, service culture, and consultative approach are designed to give clients the practical benefit of our decades of knowledge of funds of every size, structure, asset class, and investment strategy.
The company culture of the Phoenix American workforce is that of a family and team. Your team. Our passion for the work we do and our enthusiasm for working together is what makes Phoenix American a premium provider and a great place to work. Partnering with Phoenix American is as much like working with your own employees as we can make it, with many added benefits. Innovating, problem-solving, anticipating needs, and our cheerful, helpful attitude toward clients, investors, and advisors are the hallmarks of our corporate culture.
Throughout the year, management and employees participate together in team-building events, holiday celebrations, charitable outreach, company picnics, and San Francisco Giant’s games to foster our sense of family and enjoy each other’s company. The Phoenix family faces changes, challenges, training, and new assignments with an entrepreneurial sense of teamwork. Because of this sense of family, many of Phoenix American’s employees have been with the company for years.
Specialized training, exacting standards, and a focus on daily excellence ensure proficient account teams, contented investors, and satisfied clients. A warm, collegial atmosphere and attention to work/life balance are what make Phoenix a great career choice.
Equipment for Companies and Returns for Investors
Founded in 1972 by Gus Constantin, Phoenix Leasing was the sponsor of a successful series of equipment leasing investment funds, sold nationwide through the broker-dealer network to qualified investors for more than two decades. Phoenix Leasing returned impressive returns to investors, supplied essential equipment lease options to businesses large and small, and built up the administrative, accounting, and reporting capabilities that would later distinguish the company as a third-party provider of back-office services.
Branching into the Back-Office Business
In 1982, Phoenix American Financial Services was established to leverage the unparalleled back-office administrative proficiency of Phoenix Leasing as a full-service outsourced administrator for fellow sponsors in the alternative investment industry. STAR-XMS, the company’s proprietary shareholder recordkeeping and transfer agent system, was developed based on the long operational experience of Phoenix Leasing to maximize back-office efficiency. It is now available under license for self-administered funds.
Turning Our Technology Focus to Sales
Phoenix American SalesFocus Solutions was founded in the 1990s to leverage the marketing automation and sales reporting capacity of the Phoenix Leasing sales department in support of the sales teams of asset management firms. The MARS system, SalesFocus’ CRM sales reporting and compliance application, transforms sales and asset data into actionable business intelligence to drive sales, integrating with all the most widely employed data sources and software providers. Today, SalesFocus serves some of the biggest names in the financial services industry.
Improving and Expanding Cable Television
Stemming from the contacts and knowledge gained from the equipment leasing business, Phoenix Cable was founded in 1990 to acquire, develop, and manage cable television systems for subscribers nationwide as well as agencies of the United States government. Although the principal assets and operations of Phoenix Cable were sold in the early 2000s, the company continues to provide cable television services to the men and women of America’s armed forces at the United States Naval Station at Guantanamo Bay, Cuba.
On the Front Lines of the Internet Revolution
With the rapid adoption of the World Wide Web in the early 1990s, Phoenix FiberLink was founded to construct and manage fiber-optic networks as the nation and the world embraced the Internet as essential infrastructure for economic activity. Before its acquisition by Worldcom, the company connected businesses in 26 cities nationwide. During the days of the explosive growth of Internet startups that followed, Resource Phoenix was launched as an outsourced accounting provider to companies of all kinds looking to grow their businesses without the burden of in-house accounting teams, and Phoenix Venture Lease provided capital and lease financing to clients such as Yahoo! and Netscape.
Phoenix American Spreads Its Wings With Aviation ABS
Since 1993, Phoenix American has performed corporate services, administration, accounting and cash management for aircraft and engine leasing transactions of every size, scope and complexity. In 2007, our office in Shannon, Ireland was established to serve ABS clients and now employs over 50 finance professionals. Our robust teams of accomplished ABS specialists employ refined processes, procedures and controls to ensure accuracy, efficient implementation and timely delivery of services to our ABS clients.
Today, the expertise and capabilities that Phoenix has gained throughout its long history remains focused on its core mission: serving the needs and exceeding the expectations of investors. With that foundation, our clients’ ambition can be unlimited.
Social, Charity, Corporate Responsibility
Phoenix American is engaged with both the local and broader communities, and we strive to set an example for charitable involvement and corporate responsibility. A member of the California Chamber of Commerce, Phoenix American is a proud supporter of important charities and an active participant in local and national outreach.
Best of San Rafael
The San Rafael Award Program honors the achievements of local businesses in the San Rafael area that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.