** Phoenix Financial, is a former RIA (Registered Investment Advisory) firm with the Commonwealth of Massachusetts.

Presently structured as a Sole Proprietorship with the Commonwealth, the firm is in the process of restructuring as a Limited Liability Corporation.

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Phoenix also provides Financial Literacy Education to individual investors as well as Commercial entities.

As we build out this section, please check back soon for additional information.

Phoenix Financial is a former RIA (Registered Investment Advisory) firm with the Commonwealth of Massachusetts.  

The firm now focuses on providing Global macroeconomic analytics as well as providing Financial Literacy & Trading education.

Presently structured as a Sole Proprietorship, the firm is in the process of restructuring as a Limited Liability Corporation.  

Click here for more.

Research is provided to our investment clients free of charge.  Non-investment clients can subscribe separately.

We do not follow "Herd mentality."

We are PATIENT. 

We are DELIBERATE. 

We are DISCIPLINED investors. 

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Our firm is a provider of independent, global macro-economic analytics.

Please click the above button for additional information.

Protecting the principal, and growing when conditions allow is the primary directive.

​We look to emulate the security analysis of Benjamin Graham, value-orientation of Warren Buffet, Tactical mindset of Dave Swenson, and others.

We practice a value-based, risk-averse, generally contrarian, discipline.