Phoenix Financial

Above are trademarks of Fidelity Investments, State Street Corp. and Wells Fargo Corp., of which Phoenix has no affiliation. Formerly an independent RIA (Registered Investment Advisor) with the Commonwealth of Massachusetts, the firm now focuses on providing . - Global economic research analytics. Is a recipient of the AWMA designation (Accredited... Wealth Management Advisor) via the College for Financial Planning, one of only approximately 1,250 recipients nationwide. All of the above, in part, forms the basis for my overall Portfolio Construction and investment thesis.* The business model is very simple: if my clients do well, I do well. The built-in incentive is obvious.* Aligning yourself with an individual or team of individuals that truly: Monitors your Portfolio each and every day. Is ethical in all aspects. Practices a true Fiduciary mind-set in all cases. Excels in Portfolio Construction Theory & application. Advises & Educates their clients. Although having worked with the above organizations has provided me fantastic learning experiences while greatly expanding my overall knowledge, I've always felt that far too many people place much too much emphasis on companies, products and/or trends, when .. .. Employs Macro-Economic Conditions to help guide us. ... Doing so in a methodical, Risk-averse, fashion can go a long way towards helping you accomplish your future financial goals. Over 24 years in the financial Services industry, Is a recipient of the AAMS designation (Accredited Asset Management Specialist) via the College for Financial Planning, one of only approximately 9,600 recipients nationwide. that's both Comprehensive yet Simple to follow. ** 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 an Limited Liability Corporation.Read More