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.

AD Securities is a diversified financial services firm making strategic investments in businesses with the aim of restructuring, recapitalizing and/or amalgamating to add value. AD maintains a global network of professional contacts and private investors through its corporate advisory services business. 

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