Mission & Values | Phoenix American Financial Services | Fund Accounting Service
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.
Contact Details:
sales@phxa.com
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
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