Showing posts with label Fund accounting. Show all posts
Showing posts with label Fund accounting. Show all posts

Friday, 30 April 2021

Growing Variety of New Fund Offerings in Alternative Investment Space - Phoenix American

 


Lighthouse Life Capital’s fixed income debt investments, Beacon Bonds, provide investors the ability to participate in the life settlement asset class. Lighthouse Life’s strategy is to source and purchase unwanted, unneeded or unaffordable life insurance policies and generate revenue from the resale of the policies to third-party purchasers. Proceeds from Beacon Bonds are used to expand networking, marketing and advertising of Lighthouse Life’s life settlement services and to purchase additional policies. Lighthouse Life works with financial professionals, including insurance agents, financial advisors, accountants, and others who advise and assist life insurance policy owners with the sale of unwanted policies. The goal is to realize return from the resale of policies in weeks or months rather than years, mitigating the risk of constructing and maintaining a portfolio of policies typically associated with life settlement funds.


Read More: New Client: Lighthouse Life Capital


Contact Details:


sales@phxa.com

415-485-4500

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


Fund Administration Service


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Wednesday, 28 April 2021

Investor & Advisor Web Portal - Phoenix American | Fund Accounting Service

Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface. Sponsors access the full universe of their investor information and easily communicate updates and marketing.


Investors access a full view across all their funds including positions, account values and transaction updates. Investors can change profiles and preferences, access forms, mailings, tax documents and account statements, or submit questions and requests. Advisors review their clients’ positions across all their funds, as well as receive updates and messages.


About Us


Phoenix American Financial Services provides full-service fund administration, fund accounting, transfer agent and investor services as well as sales and marketing reporting to fund sponsors in the alternative investment industry.


Contact Details:


sales@phxa.com

415-485-4500

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


Visit Reference Profile Websites:


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