CONNECT WITH US Investor & Advisor Web Portal Printing & Mailing Email Communications Call Center Proxies Reporting Learn why industry leaders trust us for their back office Let’s discuss how Phoenix can elevate your investor experience CONNECT WITH US Frequently Asked Questions Will investors be concerned if a new investor services provider is appointed? How will an investor services phone team interact with my our investors? What kind of email campaigns can Phoenix American do to support our investor services? What are the advantages of using Phoenix American to print checks and statements? What outside parties is the STAR-XMS system connected to and why is this important? Can Phoenix process capital calls? What financial reporting is available? Does Phoenix American offer proxy services? Is there a difference in the way Phoenix American processes new investments? What can investors do with the investor web portal? Administration, accounting, and complete outsourced back-office services enabling fund managers to concentrate on investments and sales. EXPLORE MORE Home Leadership About Us Resources Contact Careers US OFFICES Headquarters 2401 Kerner Blvd San Rafael, CA 94901 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 India Office No. 2, Level 8, SLN Terminus Gachibowli, Hyderabad Telangana – 500032 Cuba PSC 1005, Box 285 FPO AE 09593 © 2021 Phoenix American Financial Services, Inc. Privacy Policy | Terms of Use. Designed by SFWP We use cookies to personalize content and to provide you with an improved user experience. By continuing to browse this site you consent to the use of cookies. Please visit our cookie policy for further details. Cookie settingsI Understand

404 Page Not Found BACK HOME Administration, accounting, and complete outsourced back-office services enabling fund managers to concentrate on investments and sales. EXPLORE MORE Home Leadership About Us Resources Contact Careers US OFFICES Headquarters 2401 Kerner Blvd San Rafael, CA 94901 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 India Office No. 2, Level 8, SLN Terminus Gachibowli, Hyderabad Telangana – 500032 Cuba PSC 1005, Box 285 FPO AE 09593 © 2021 Phoenix American Financial Services, Inc. Privacy Policy | Terms of Use. Designed by SFWP We use cookies to personalize content and to provide you with an improved user experience. By continuing to browse this site you consent to the use of cookies. Please visit our cookie policy for further details. Cookie settingsI Understand