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Upcoming Maturity
On-Demand Webinar · 10 Min

Your investment matures soon.
Here's what's next.

A 10-minute walkthrough of your options at maturity. You can roll over into a current offering, redeem some or all of your funds, or a mix of both. Contact us for support.

Phoenix Flex Notes: The 10-Minute Summary

Matt Willer · Managing Director, Capital Markets

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Take action before your maturity date. Funds will be held until we are notified of your decision.

A+

BBB ratingBased on 146 reviews‡‡

4.8/5

Trustpilot ratingBased on 327 reviews

#33/300

Fastest Growing CompaniesFinancial Times, Americas, 4/17/25††
Step-by-Step Tutorial · 3 Min

Need help reinvesting?
Watch this video.

A short screen-share showing exactly how to roll your maturing investment into a new offering inside our portal and where to request a redemption instead.

Log in and find your maturing investment
Choose your new offering, term, and payment preference
Roll over in full, or redeem part of your funds

As of 8/14/26, Trustpilot is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.

†† Financial Times. (2025, April 2). FT Ranking: The Americas’ Fastest-Growing Companies 2025. Based on revenue growth between 2020 and 2023.

‡‡ As of 8/28/26, Better Business Bureau is an independent third-party review platform and is not paid for or influenced by the Company, Crescent Securities Group, Inc., or the applicable broker-dealer representative. The methodology, criteria, and guidelines for each review can be found on the applicable third-party website. No compensation was provided to investors in exchange for reviews or testimonials. These ratings reflect customer experience with Phoenix Energy as a company and do not constitute a rating, endorsement, or prediction of the performance of any securities offered by Phoenix Energy.