Phoenix American Financial Services, a provider of back office outsourcing, fund administration services and sales and marketing reporting to companies in the alternative investment industry, reports from San Rafael, California, that it has joined in a new client partnership with Forum Partners.

Phoenix says it will support Forum with its full fund administration services suite including fund accounting and its investor services platform. It adds that Forum will benefit from Phoenix American's combination of advanced technology, focus on customer service and long experience with the unique operational requirements of specialized alternative investment funds.

Based in Old Greenwich, Connecticut, Forum invests in and alongside specialized middle market real estate companies with a demonstrated ability to add value. Forum's expertise is in tailoring financial and strategic solutions for partners and driving growth by identifying catalysts to unlock asset and enterprise value.

Forum partners with public and private companies, underwriting the sponsor and the real estate. Each investment is approached from a multi-asset class perspective with the goal of aligning interests and prioritizing downside mitigation before focusing on upside potential. Investments typically include a current income component and an equity cushion.

Forum maintains a local presence in the geographies in which the company invests. Its strategy seeks to form exclusive relationships with seasoned sector focused real estate operating companies with scalable strategies.

Russell Platt, Chief Executive Officer of Forum Partners, commented: "We have worked with Phoenix previously and received superior customer service for our investors. We are confident that Phoenix American's technology and commitment to customer service can support our current and future needs."

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Phoenix American Financial Services, a provider of back office outsourcing, fund administration services and sales and marketing reporting to companies in the alternative investment industry, reports from San Rafael, California, that it has joined in a new client partnership with Forum Partners.

Phoenix says it will support Forum with its full fund administration services suite including fund accounting and its investor services platform. It adds that Forum will benefit from Phoenix American's combination of advanced technology, focus on customer service and long experience with the unique operational requirements of specialized alternative investment funds.

Based in Old Greenwich, Connecticut, Forum invests in and alongside specialized middle market real estate companies with a demonstrated ability to add value. Forum's expertise is in tailoring financial and strategic solutions for partners and driving growth by identifying catalysts to unlock asset and enterprise value.

Forum partners with public and private companies, underwriting the sponsor and the real estate. Each investment is approached from a multi-asset class perspective with the goal of aligning interests and prioritizing downside mitigation before focusing on upside potential. Investments typically include a current income component and an equity cushion.

Forum maintains a local presence in the geographies in which the company invests. Its strategy seeks to form exclusive relationships with seasoned sector focused real estate operating companies with scalable strategies.

Russell Platt, Chief Executive Officer of Forum Partners, commented: "We have worked with Phoenix previously and received superior customer service for our investors. We are confident that Phoenix American's technology and commitment to customer service can support our current and future needs."