PHOENIX INVESTMENT

Overview

Phoenix Investment operates as a limited liability company, focusing on providing investment advisory services primarily to individuals, families, and institutional clients. The firm engages in portfolio management for individuals and small businesses, as well as pension consulting services. With a fee structure based on a percentage of assets under management and fixed fees, Phoenix Investment caters to a diverse clientele without being classified as a capital allocator. The firm does not actively pursue environmental, social, and governance (ESG) investments and is not affiliated with any multi-state advisory practices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices