Phoenix American Financial Services
Announces New Client Partnership with AD Securities America



Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce its new client partnership with AD Securities America LLC (“AD Securities”). Phoenix American will support the back office operational needs of AD Securities’ asset management business with its industry leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. AD Securities will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of alternative investment funds.

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415-485-4500
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