** 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.

‚ÄčWe 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.