Phoenix American Financial Services, IncPhoenix American Financial Services, IncPhoenix American Financial Services, Inc
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Insights

Papers and a pen sit neatly on a desk. Insights

Fund Accounting 101: Reporting Deliverables

You should be aware of what to anticipate from your fund accounting team and what…
David FisherDecember 13, 2022
A picture looking up at sky scrapers. Insights

Fund Administration for Debt Funds, Part 2 – Systems & Experience

Increasing investor expectations and new government regulations are just some of the factors driving the…
David FisherDecember 7, 2022
A person takes notes while studying. Insights

Case Study: Transfer Agent Innovation Enables Private Investors in a Public Fund

By its strictest definition, a transfer agent is a neutral third-party organization that processes the transfer of…
David FisherDecember 1, 2022
Typing hands at a workstation. Insights

Investor Relations Pitfalls, Part 2 – Controls

T here is more variety and competition among investment funds than ever before. Investors have…
David FisherNovember 22, 2022
Fund Accounting 101: Capital Activities Insights

Fund Accounting 101: Capital Activities

How to account for your capital flow, manage its movements and report on it with…
David FisherNovember 17, 2022
Skyscrapers in the sky. Insights

Fund Administration for Debt Funds, Part 1 – The Back-Office Partner

The trend toward outsourcing fund administration to a third party is growing across all asset…
David FisherNovember 9, 2022
An accountant prepares tax documents. Insights

Fund Accounting 101: The Way Tax Season Should Be

For alternative investment funds, tax season can be an onerous and distracting chore. With an…
David FisherNovember 2, 2022
People walk through an office building. Insights

The 4 Qualities That Matter In a Transfer Agent

Operational efficiency in your back office and full oversight and control over your investor and…
David FisherOctober 28, 2022
An account manager works at his desk to ensure the best customer service. Insights

Investor Relations Pitfalls, Part 1 – Systems

More opportunities than ever before exist for investors. Many fund sponsors are vying for the…
David FisherOctober 25, 2022
Insights

Representing Fund Administration

The ADISA Annual Conference and Trade Show 2022 Industry engagement with the major trade organizations…
David FisherOctober 20, 2022
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Administration, accounting, and complete outsourced back-office services enabling fund managers to concentrate on investments and sales.

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US Offices

Headquarters
2401 Kerner Blvd
San Rafael, CA 94901
(866) 895-5050

Arizona
2550 W. Union Hills Drive
Suite 350
Phoenix, AZ 85027

New Hampshire
Pine Tree Place
360 Route 101, Suite 1501
Bedford, NH 03110

Global Offices

Ireland
Unit J Block 1
Shannon Business Park
Shannon, Co. Clare V14 FP57

India
Office No. 2, Level 8, SLN Terminus
Gachibowli, Hyderabad
Telangana – 500032

Cuba
PSC 1005, Box 285
FPO AE 09593

© 2023 Phoenix American Financial Services, Inc. Privacy Policy | Terms of Use

  • Services
    • Fund Administration
    • Fund Accounting & Reporting
    • Transfer Agent Services
    • Investor Relations
    • Aviation ABS Managing Agent
    • Proprietary Technology
  • Leadership
  • About Us
  • Resources
    • Press Releases
    • Blog
    • Company News
    • White Papers
    • Literature
  • Careers
  • Contact
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