Alternative Investments

Phoenix Financial offers a large breadth of alternative investments to help you diversify your portfolio and find the right investment opportunity for your wealth goals.

Income Producing

At Phoenix Financial, we seek unique, income-generating investments that go beyond traditional stock market exposure. Our offerings focus on private opportunities designed to deliver cash flow with monthly or quarterly distributions. Whether through private credit, alternative lending, infrastructure projects, or specialized real estate, we aim to provide access to investments with target preferred returns above traditional benchmarks—helping high-net-worth investors diversify their portfolios while maintaining a strong focus on income generation.

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.

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Real Estate

We offer a range of institutional-grade real estate investments including land infrastructure developments for some of the nation’s top homebuilders, self-storage facilities, data centers, 1031 exchange opportunities, and more. These carefully curated investments are designed to provide income and diversification beyond the stock market.
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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, and Pacific Life.
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