top of page
Snowy Mountain

ALTERNATIVE INVESTMENTS

Our investment strategy is to find unique products to supplement your portfolio. Whether you are trying to preserve capital or swing for the fences we are always seeking unique investment opportunities you will not find elsewhere.

REAL ESTATE

Unique Real Estate Investments. Infrastructure development for the top home builders in America, such as DR Horton, Lennar, Ryan Homes, Meritage, and hotel developments for top tier brands such as Marriott.

PRE-IPO

Experience Matters. We have proccessed and liquidated over $1 billion in secondary market "pre-IPO" transactions in over 25 private funds. We have access to hundreds of "unicorns." We work with you to curate a portfolio of these private companies.

TAX ADVANTAGED INVESTING

Take advantage of tax favored investment structures. We work with top professionals and 'A' rated partners to maximize your after-tax return, including John Hancock, AXA Equitable, Allianz, Prudential, Nationwide, Lincoln National Life, Mass Mutual LIfe, and Metlife.

Phoenix Financial Services Logo [Converted].png

100 Wall Street, New York, NY 10005  |   150 Motor Parkway, Hauppauge, NY 11788  |  â€‹1 E. Broward Blvd., Ft. Lauderdale, FL 33301

​

NY: (212) 776-4187

LI: (631) 780-5820

FL: (754) 667-4187

Fax: (347) 287-6951

The information provided on this website or in any communication containing a link to this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Phoenix Financial Services or its affiliates to any registration requirement within such jurisdiction or country. Neither the information, nor any opinion contained in this site, constitutes a solicitation or offer by Phoenix Financial Services or its affiliates to buy or sell any securities, options or other financial instruments or provide any investment advice or service. Nothing herein should be regarded as a representation of future performance. Past performance is not indicative of future performance. 2022 Phoenix Financial Services. All rights reserved.

bottom of page