# Poise Investment Advisors

Poise Investment Advisors is an Asset Manager based in Germantown.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Germantown
- **Assets under management:** Undisclosed
- **Website:** https://poiseinvestment.com

## Regulatory record

- **CRD number:** 315434
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315434

## About

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.

## People

- Sherif Othman — Partner - CEO & Chief Investment Officer
- Hossam AbdelKarim (Hossameldin Abdelkarim) — Partner - Chief Compliance Officer
- Perihan Atlam — Chief Treasury Operations Officer

## 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.

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Last updated: 2026-08-11T15:07:49.000Z

Canonical page: https://altss.com/profile/poise-investment-advisors

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