Resources - Phoenix American Financial Services, Inc

Press Releases

New Partnership: Founder Institute

A partnership to provide institutional-class fund administration to alumni of Founder Institute's VC Lab program.

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherJuly 28, 2021

Insights

Intern Outlook with James Beard: Biden’s American Families Plan and 1031

The Biden Administration is not the first to attempt to limit 1031 exchanges.

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherJuly 21, 2021

Insights

Intern Outlook – with James Beard: What is a 1031 Exchange?

As an intern for Phoenix American Financial Services, I am conducting market research pertaining to…

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherJuly 14, 2021

Press Releases

New Client: Bonaventure

Investor services and fund accounting for a fully integrated real estate investment management firm.

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherJuly 7, 2021

Press Releases

New Client: Sandy Bay Partners

Transfer agent and investor services for real estate and conservation easement investment funds..

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherJune 28, 2021

Press Releases

New Partnership: Forge Trust

A partnership to reduce the cost and frustration of IRA investing and elevate the investor…

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherJune 8, 2021

Press Releases

New Client: Crowdfunding Real Estate Fund Sponsor Modiv

Straight-through processing and investor services for crowdfunding real estate fund sponsor.

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherJune 2, 2021

Press Releases

New Partnership: WealthForge

A partnership to add speed, efficiency and security to the investment process via straight-through new…

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherMay 13, 2021

Insights

PHXA Chief Risk & Compliance Officer on ADISA Spring Panels

The ADISA conference series is one of many ways we keep our finger on the…

<img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' data-srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' height='70' width='70' data-src="https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g" class="avatar avatar-70 photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img alt='David Fisher' src='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=70&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/dbe437df8ff6860f10e232ac5ba5f039?s=140&d=mm&r=g 2x' class='avatar avatar-70 photo' height='70' width='70' />

David FisherMay 7, 2021

Insights

Fund Accounting 101: Distribution Waterfalls

How investment returns are allotted to investors and management must be easy for investors to…

Sam PetreckyMarch 11, 2021

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