Phoenix Capital Group founders Daniel and Charlene Ferrari grew up in the working-class Midwest, working in factories, and learning the importance of empowering working-class investors.
In 2017, tragedy struck. Daniel received a routine flu shot only to become paralyzed from the neck down as a result. However, he did not allow his new circumstances to conquer him.
Instead, he found a whole new way to live.
A living example of fortitude and resilience, Daniel overcame adversity by becoming stronger. In 2019, he and Charlene founded their business, fulfilling their dream of giving regular people like them a way to invest with Phoenix Capital Group.
Phoenix Capital Group leverages the deep expertise of its CEO, Adam Ferrari — Daniel and Charlene’s son — who has 20 years of experience in the oil and natural gas industry, including working as an engineer for BP in the Gulf of Mexico and as an investment banker at Macquarie Capital.
Innovative Investing with Phoenix Capital Group
Like the legendary phoenix of old, the Ferrari family rose from the proverbial ashes, hence the name “Phoenix Capital Group.”
Phoenix Capital Group has honed its ability to increase cash flow through its expertise and efficiency in its business, giving it the ability to offer high yields to investors.
Previously, major hedge funds, private equity firms, and angel investors provided funds for exploration companies. Unfortunately, there were high prices to pay in terms of stock equity or interest rates.
In 2022, Phoenix Capital Group opened a new, less restrictive source of funding by reaching a new, wider audience: ordinary investors.
Phoenix Capital Group offers bonds under Regulation A+ and Regulation D, regulatory frameworks expanded by the 2012 JOBS Act to make it easier for companies to raise capital.
Regulation D is offered to accredited investors, while Regulation A+ allows accredited and non-accredited investors to participate, with non-accredited investors subject to certain investment limits. These regulations provide new pathways for smaller companies to access capital, unlocking investment opportunities for a broader audience.
As a result of Phoenix Capital Group’s approach, assets that used to be dominated by wealthy institutions and individuals are now available to a more diverse selection of investors. The company uses the capital raised from its bonds to purchase mineral rights in oil-rich territories across the US. In this way, investing becomes more inclusive, and people from diverse backgrounds can finally get in on the game.
Phoenix Capital Group’s bonds have gained popularity in recent years. In only two and a half years, over 4,500 investors have flocked to them, and more new investors are constantly joining the ranks.
The Benefits of Phoenix Capital Group’s bonds
Phoenix Capital Group’s bonds are popular because they have historically delivered consistently high yields.* The company offers fixed rates ranging from 9 to 13 percent.
Under Adam Ferrari’s guidance, the firm’s online platform gives investors a transparent and straightforward way to invest in the company. Investors can track their investments and make new contributions with just a few mouse clicks.
Furthermore, since Phoenix Capital Group acquires capital from retail investors, the company enjoys more freedom than oil and natural gas companies that depend on traditional lenders. This enables PCG to take advantage of more opportunities and optimize its ability for growth.
Phoenix Capital Group’s business model also streamlines the investment process, unlike investment banks. Fewer players mean fewer pockets to line and better margins from which to give investors their returns.
Redefining the Future of the Energy Sector
Investing in companies operating within the energy sector has historically delivered some of the highest returns globally. With Phoenix Capital Group, a wider range of investors can now diversify their portfolios and support their potential for growth.
With Phoenix Capital Group, accredited and non-accredited investors alike can take advantage of the company’s historically high yields. As the company’s website explains, “The Phoenix has risen, and so can you.”
For those interested in learning more, consider enrolling in one of Phoenix Capital Group’s free investor webinars at https://investors.phxcapitalgroup.com/webinar.
*Interest rates are dependent on accreditation status, investment minimums, and selected terms.
Disclaimer: Investing involves risk, including the possible loss of the money you invest. The sale of any securities is subject to investor qualification and minimum investment. Private placements are speculative and illiquid. Past performance is not indicative of future results. Important information, disclaimers, and risks can be found at PHXOffering.com.
Copyright © 2024 California Business Journal. All Rights Reserved.
For California Business Journal Disclaimers, go to https://calbizjournal.com/terms-conditions/.