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Welcome to Phoenix Portfolio Management Services, Inc. We are an independent broker-dealer investment advisory firm specializing in customized financial services. Phoenix provides objective financial advice and prudent financial guidelines to help the investor create a sound investment portfolio, thus maximizing return and minimizing risk. We also offer investment seminars that provide in-depth focus and analysis of issues that may have a significant impact on the investor�s lifestyle. These topics include annuities, disability insurance, educational planning, 401(k) and 403(b), IRAs, real estate and retirement planning. Phoenix is based in the San Francisco Bay Area and is registered with the United States Securities and Exchange Commission and the State of California Department of Corporations.       
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Phoenix Portfolio Management Services, Inc.
E-mail: star@phoenix-portfolio.com
Tel: (650) 589-0567
     
Fax: (650) 685-7829