Phoenix American Financial Services - Announces New Client Partnership with AD Securities America

30 Jun

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. The group’s investment management arm, AD Asset Management LLC provides investment products tailored to clients’ needs. One such product is the AD High Yield Income Fund, with an investment strategy to build a diversified portfolio of publicly traded debt and private debt investments through active origination, portfolio construction and risk management. The advantage of a multi-faceted strategy is the ability to combine liquidity and product depth in the public market with an enhanced earnings potential from the private debt market. The aim is to provide a predictable level of income while minimizing risk to capital. The target total portfolio return (gross) is 10%. AD Securities designed four layers of capital protection into the fund including the first capital loss taken by the investment manager.

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415-485-4500
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