Brandy Williams
Washington, DC (USA)
Role(s):
Founder/Owner/Principal
Phoenix Financial Holdings
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Startup
Location:
Washington
Industry:
Finance
Year Founded:
2009
Number Employees:
1-10 people
Business Stage:
Growth (not profitable)
Entity Type:
"C" Corporation
Description:
Phoenix Financial Holdings is a holdings firm based in Washington, D C. The firm provides intelligent investment solutions specifically designed to achieve the definitive goal of our clients: long-term wealth accumulation. Phoenix Financial Holdings seeks to mitigate financial gaps plaguing minority communities, such as minimal investment money growth activities and lack of access to financial institutions and basic services. Phoenix Financial Holdings will provide financial education and guidance while creating opportunities for wealth accumulation and investments. The firm will execute extensive financial education and outreach initiatives, serving as a resource to those most in need.
The company’s current activities include, but are not limited to, the acquisition and development of diverse financial institutions and products, the acquisition of small to mid-sized distressed and positively performing companies who have demonstrated growth possibilities, the establishment of pioneering company brands, and the creation of a minority-focused Brokerage Firm. The Brokerage Firm will serve as a resource for financial institutions and private investors to execute the buying and selling of securities for the purpose of wealth growth and accretion.
The firm’s overarching goal is to stimulate new jobs, cultivate small and minority businesses, and provide economic sustainability for the company and its clients.
Phoenix Financial Holdings currently has an immediate focus on expanding and further diversifying its acquisition portfolio, with a strategic focus on obtaining distressed and superiorly performing companies, which demonstrate an opportunity for positive returns for the holdings company. This type of equity investment uses a strong asset allocation model to enhance the opportunity for members to realize a return on a short-term investment. The decision to use this plan is based on past successes in markets the firm will target. With many investors expecting the global equity markets to produce lower returns, institutional investors and consultants are seeking ways to improve portfolio performance through alternative strategies. One potential strategy for investors seeking to expand the prospect available, from active management, will be to relax the conventional long-term investment product.
Diversifying its portfolio of financial opportunities will help the firm to mitigate risk not only for clients, but for investors as well. The firm’s growth plan includes branching from its current acquisition activities to the full time financial endeavors of brokerage firms and trust companies; whose primary focus will be targeted to minority community banks and financial institutions.