Member for
14 years 7 months
Phoenix Capital Research was founded in 2009. It has since earned a reputation as the premiere independent investment research company with over 30,0000 clients in more than 50 countries. We don’t broker deals, nor do we manage funds. Our business is simple: our success is based on the quality of our analysis, our investment ideas, and whether our clients make money by following our strategies. Our flagship publication Private Wealth Advisory’s model portfolio has maintained a win rate of 75% since 2015, meaning our clients made money on three out of every four trades during that seven-year period. Over the same time period, Private Wealth Advisory’s total portfolio returns have more than doubled the performance of the S&P 500 (235% vs. 89%). Our clients range from retired schoolteachers to hedge fund managers and executives at the largest financial institutions in the world. We cater to anyone who is looking for investment research that converts to capital gains.