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Poise Investment Advisors
Poise Investment Advisors is a boutique investment advisory firm that provides tailored investment and wealth planning services to individuals, families, and...
Overview
Poise Investment Advisors is a boutique investment advisory firm that provides tailored investment and wealth planning services to individuals, families, and institutions. The firm focuses on portfolio management, financial planning, and estate planning, and offers Sharia-compliant portfolio options. It operates with an emphasis on personalized service, transparency, and aligning strategies with client goals and values.
General information
Firm type
Asset Manager
Location
City
Germantown
Principals
Sherif Othman
Partner - CEO & Chief Investment Officer
Hossam AbdelKarim (Hossameldin Abdelkarim)
Partner - Chief Compliance Officer
Perihan Atlam
Chief Treasury Operations Officer
Frequently asked questions
How much capital does Poise Investment Advisors manage?
Assets under management have not been publicly disclosed by the firm, and Altss did not identify a credible external estimate from a named publication. The AUM remains undisclosed.
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