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PHOENIX AMERICAN FINANCIAL SERVICES ANNOUNCES NEW CLIENT PARTNERSHIP WITH VALEO GROUPE AMERICAS

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (“Valeo”). Phoenix will support Valeo with its industry leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services. Valeo Groupe will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment investment funds.

Based in Charlotte, NC, Valeo Groupe Americas is a vertically integrated investment management firm specializing in the acquisition, development and management of housing communities in the student and senior niche markets. 

sales@phxa.com 

415-485-4500 

2401Kerner Blvd, San Rafael, CA 94901, United States