1 / 2

New Client: Valeo Groupe Americas

Phoenix American Financial Services, Inc. (u201cPhoenixu201d) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (u201cValeou201d). 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 Americanu2019s combination of advanced technology. Read more on https://bit.ly/3yXfOJ6

phoenixamerican
Download Presentation

New Client: Valeo Groupe Americas

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. New Client: Valeo Groupe Americas 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.

  2. Based in Charlotte, NC, Valeo Groupe Americas is a vertically integrated investment management firm development and management of housing communities in the student and senior niche markets. Epoch Student Living, the company’s flagship student brand, consists of cottages, townhomes and brownstones with amenity-rich spaces and dynamic student communities that celebrate the journey of every college student. Vineyard Communities, Valeo’s signature senior brand features adventurous programming that focuses on mind, body and soul, and celebrates the seasonality of life. Valeo Groupe Americas is a division of Valeo Groupe, which offers multinational interests in student and senior living communities. specializing in the acquisition, intimate gathering areas and Read More: New Client: Valeo Groupe Americas Contact Details: 415-485-4500 Fund Accounting Service Read More Blogs: New Partnership: Alternative Investment Exchange (AIX) New Client: Clear Sky Capital

More Related