Skip to main content

The IPA is pleased to highlight Phoenix American Financial Services, Inc. as a silver sponsor. Please take a few minutes to learn about their company and how they can help your business.

Phoenix American Financial Services, Inc.

Phoenix American Financial Services, Inc. provides back office outsourcing, fund administration services and sales and marketing reporting services to fund companies in the alternative investment industry. The Phoenix American aircraft group, including its Irish subsidiary, PAFS Ireland Limited, provides managing agent services for asset backed securitizations (ABS) in the commercial aircraft and aircraft engine leasing industry. The Company is an affiliate of Phoenix American Incorporated along with Phoenix American SalesFocus Solutions. Phoenix American has five offices worldwide, was founded in 1972 and is headquartered in San Rafael, CA.

Business Mission

Phoenix American Financial Services, Inc. began as an investment fund sponsor and thrived because of its unwavering commitment to investors. 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. 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.

For More Information:
Terrie Olson

Sr. Executive Assist. /
Sales Coordinator