The founders of Phoenix Capital Group, the Ferrari family, seek to honor a higher calling. With a strong foundation built on faith and their core beliefs, the Ferraris have established guiding principles for their companies. These core values direct Phoenix Capital Group, ensuring the company’s commitment to integrity and high ethical standards.
This dedication extends to every aspect of Phoenix Capital Group’s operations, from working with individual landowners to educating clients about their services to aiming to provide great returns to investors. Unlike many other companies in the oil and gas sector, Phoenix Capital Group always prioritizes client interests over corporate profits.
The company even collaborates with the compliance team at Dalmore Group to uphold the highest ethical standards. Here’s a breakdown of what Phoenix Capital Group stands for, its core ethical standards, and how it achieves them.
Transparency and Honesty
Transparency and honesty are central to Phoenix Capital Group’s operations. The company’s goal is not to attain excessive corporate profits but to improve the lives of all clients—individual landowners and investors alike—in an inclusive way. To this end, Phoenix Capital Group strives to educate landowners by providing comprehensive insights into the true value of their mineral rights assets.
Phoenix Capital Group equips landowners with the tools needed to navigate the intricacies of asset management. This marks a significant departure from the old standards in the oil and gas industry, which were often shrouded in confusion and obscured the true value of assets. In contrast, Phoenix Capital Group provides access to high-yield[1] investment opportunities by offering two corporate bond offerings: Regulation A and Regulation D bonds.[2]
Confidentiality
The mineral rights acquisition sector can be tricky to navigate. For various reasons, landowners may not want their identities known. Phoenix Capital Group respects this wish (and all the wishes of its clients) by holding confidentiality in high regard and never disseminating unnecessary information. The company’s goal is to help its clients build wealth in an ethical manner.
Investor Experience Through Collaborations
Phoenix Capital Group constantly seeks new ways to enhance the investor experience. This includes connecting on social media and hosting ongoing live webinars to keep everyone informed about the company’s activities. And a relatively new partnership with Plaid Banking takes this practice one step further.
By collaborating with the San Francisco-based financial firm, Phoenix Capital Group aims to revolutionize the way people manage their finances. The new technological tool offers exclusive features to Phoenix Capital Group investors and provides robust security measures. The goal is to simultaneously strengthen relationships with existing clients and attract new investors. Plaid Banking leverages the latest security technologies to safeguard financial data, ensuring it is never stored or shared with third parties.
Fairness
Phoenix Capital Group treats all clients equally—regardless of their investment size. The company does not give special treatment to those who invest more, nor does it disregard those who invest the minimum. Every client is valued, and the company aims to satisfy all clients in regards to how they are treated and how they build generational wealth. This core value is particularly dear to Phoenix Capital Group, reflecting its family-owned nature.
Direct Access
A standout aspect of Phoenix Capital Group’s operations is its direct interaction with clients. The company offers corporate bond investments, eliminating the need for a middleman. This approach aims to help clients save on fees that other investment brokers would charge. It also helps clients to establish and maintain an open, honest, and direct relationship with Phoenix Capital Group.
Dalmore Group, the broker-dealer responsible for overseeing all offerings, ensures Phoenix Capital Group continues to uphold the highest ethical standards. This service is provided free of charge as part of the partnership for all investors. It’s just another way Phoenix Capital Group remains committed to integrity and unparalleled ethical practices every day.
About Phoenix Capital Group
Founded in 2019, Phoenix Capital Group Holdings, LLC is a leading oil and gas mineral rights acquisition, investment firm, and operated working interest company dedicated to discovering untapped value on behalf of landowners across the United States. The family-owned company is a technology-led and client-centric organization dedicated to developing partnerships with its clients through property acquisitions and investment opportunities. With a team of experienced professionals with expertise in software development, engineering, and finance, Phoenix Capital Group boasts over 60 years of combined experience in the energy sector, focusing on capital deployment and asset management.
[1] Disclaimer: Historically, investors have received high yields.
[2] Note: Please be aware that the Reg A+ offering is not currently available.
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