Mission

Our goal is to provide our clients with a framework for understanding their financial and management profiles, risk tolerances and...



Efficient Frontier

The assumption is that investors are risk adverse; that is, they are willing to accept risk if they are compensated in accordance with the level of risk...


Services

Phoenix Portfolio Management Services focuses on three areas: educationand management consulting, investment advice...



Qualification

Victor V James, President and CFO is a Registered Investment Advisor and a Insurance Agent licensed by the State of California...



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