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Take a deep dive into Phoenix Energy.

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Offerings

Choose monthly interest payments or
monthly compounding of interest¹

Invest in Phoenix Energy. We offer fixed-rate corporate bonds for investors, with even higher rates available for larger investments within our Private Placement Offerings. Bonds may be purchased with qualified funds including some IRAs.²

Open to ACCREDITED INVESTORS³

Regulation D | $25K Minimum Investment

Review Private Placement Memorandum

9%

Annual Interest Rate

1-year term

10%

Annual Interest Rate

3-year term

11%

Annual Interest Rate

5-year term

12%

Annual Interest Rate

7-year term

13%

Annual Interest Rate

11-year term

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Open to ALL INVESTORS⁴

Registered Offering | $5K Minimum Investment

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9%

Annual Interest Rate

3-year term

10%

Annual Interest Rate

5-year term

11%

Annual Interest Rate

7-year term

12%

Annual Interest Rate

11-year terM

Get Started

Open to ALL INVESTORS⁴

Phoenix Flex Short-Term Notes | $1K Minimum Investment

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6.00%

Annual Interest Rate

3 Month

REDEMPTION INTERVAL
6.25%

Annual Interest Rate

6 Month

REDEMPTION INTERVAL
6.50%

Annual Interest Rate

9 Month

REDEMPTION INTERVAL
6.75%

Annual Interest Rate

12 Month

REDEMPTION INTERVAL
7.00%

Annual Interest Rate

18 Month

REDEMPTION INTERVAL
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Note: Please see Disclosures at the bottom of this page. Interest rate is fixed but the applicable rate depends upon the term of the bond purchased.
  1. Compounding interest accrues monthly and is added to the then-outstanding principal amount of the bond or note with no interest payment until maturity.
  2. Withdrawing funds from a qualified plan such as an IRA, 401K, or 403(b) may subject you to tax implications as well as penalties for withdrawing funds prior to age 59 ½. Please review your plan materials and/or contact your plan administrator for more information regarding tax considerations and possible penalties. If you decide to use funds from a qualified plan, your representative can assist you in completing a proper rollover process to eliminate potential tax and penalty charges related to the transaction. If you are currently subject to Required Minimum Distributions (RMD), you should speak to your representative to determine whether an investment with Phoenix is appropriate for you.
  3. The Private Placement Offering (Regulation D) is exempt from the registration requirements of the Securities Act and only “accredited investors,” as defined in Rule 501 of Regulation D, may invest in such offerings. Accredited investors are defined as individuals with a net worth over $1 million (excluding primary residence) or income over $200,000 (individual) or $300,000 (household) in each of the prior two years, with a reasonable expectation of the same in the current year. Learn more about accreditation requirements. Please refer to the Company’s filings with the SEC. To participate in the Registered Offering, investors do not need to to meet these accreditation requirements.
  4. To participate in the Registered Offering Investors do not need to qualify as “accredited investors” but are subject to certain criteria, including meeting financial suitability requirements.

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Phoenix Energy

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Accredited investors can invest in our offerings with rates ranging from a 9-13% annual interest rate* and terms ranging from 1-11 years.

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*9-13% Private Placement offering for accredited investors, 9-12% for the Registered Offering. Rates are fixed depending on maturity.