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Client Login| Contact UsCompany Services Portfolios Products SupportWe BelieveWe believe that life is a continuous process of renewal, driven by our abilities to dream. We believe that regardless of your financial situation, you can realize your dreams and achieve them within your desired time frame.Read MoreMissionOur goal is to provide our clients with a framework for understanding their financial and management profiles, risk tolerances and...Read MoreEfficient FrontierThe assumption is that investors are risk adverse; that is, they are willing to accept risk if they are compensated in accordance with the level of risk...Read MoreServicesPhoenix Portfolio Management Services focuses on three areas: educationand management consulting, investment advice...Read MoreQualificationVictor V James, President and CFO is a Registered Investment Advisor and a Insurance Agent licensed by the State of California... Read More Company Overview Background Mission Our Philosophy Process Services Qualifications Portfolios Efficient Frontier Choosing investment products FAQ's Products and Services Annuities Insurance Disability Insurance Health Insurance Life Insurance Long Term Care Insurance Retirement Planning 401(k) 403(b) IRA Management Consultant News Financial News Business News Affiliations www.finra.com www.sec.gov I.A. Financial Planners S.I. Protection Corporation www.sfchamber.com Policy Legal Disclaimer Privacy Policy Compound Interests Calculator Administration Investment Discretion Custodian Unmanaged Accounts Disciplinary Information Management Compliance Fees Client Agreement Forms Contact Us Contact Us Site Map Support Client Login Get Newsletter Subscribe to our Newsletter Call: (650) 5890567 Fax: (650) 6857829 E-mail: star@phoenix-portfolio.com © 2011 Phoenix Portfolio | Legal Disclaimer | Privacy Policys
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