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New Partnership: Forge Trust Phoenix American Financial Services

Phoenix American And Forge Trust Announce Partnership To Deliver Affordable Custodian Services For Alternative Investment Fund Sponsors Phoenix American, a leading transfer agent and fund administrator for alternative investment sponsors, and Forge Trust, a leading provider of custody services for alternative investments, have announced a partnership to make it easier to invest in alternative assets for IRA account holders.

Forge Trust provides custody services with preferred pricing and a streamlined integrated experience to clients of Phoenix American. The partnership will enable Phoenix American client sponsors/issuers to offer their investors access to custody services for their qualified investment funds at rates that greatly reduce the typical effect custody costs have on net investment returns. Investors will also benefit from Forge Trust’s advanced integrated investor platform and streamlined data exchange between Phoenix American and Forge Trust providing continually updated investor information.

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Contact Details:

sales@phxa.com

415-485-4500

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

Fund Accounting Service

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