New Client: Valeo Groupe Americas

New Client: Valeo Groupe Americas Phoenix American Financial Services

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. 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 intimate gathering areas and 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.

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Contact Details:

sales@phxa.com

415-485-4500

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

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