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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...
Poise Investment Advisors
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
Who runs Poise Investment Advisors?
No principal, founder, or investment committee member names are publicly linked to the entity across standard diligence sources. The firm has no LinkedIn company page, no website with a team section, and no named officers in any accessible filing.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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