Investment Advisory, with a Personal Touch
About Us
At Poise Investment Advisors, we believe true financial confidence is built on clarity, strategy, and alignment with personal values. Founded with the vision to simplify complex financial decisions, we provide tailored investment and wealth planning services to individuals, families, and institutions.
Our Services
Portfolio Management
We manage your investments with precision and care — aiming for performance, resilience, and peace of mind.
Financial Planning
Comprehensive financial roadmaps built around your life goals, helping you plan with clarity and confidence.
Estate Planning
Estate Planning
From wills to trusts, we help you with thoughtful estate strategies that reflect your values and protect your loved ones.
Our Team
Sherif Othman
Hossam AbdelKarim
Hossam AbdelKarim
CEO & Chief Investment Officer
Over 30 years of practical experience in banking, treasury, and investment management, with a global track record across diverse financial markets.
Hossam AbdelKarim
Hossam AbdelKarim
Hossam AbdelKarim
Chief Compliance Officer
Over 30 years of experience in regulatory compliance, risk management, and operational oversight within financial institutions
Perihan Atlam
Hossam AbdelKarim
Perihan Atlam
Chief Treasury Operations Officer
Over 20 years of experience in banking and corporate treasury across global markets, leading strategies in liquidity management, capital markets, and investment planning.
Guided by Integrity. Driven by Responsibility
At Poise Investment Advisors, we operate with unwavering integrity and a deep sense of fiduciary duty. Every advice we give is grounded in what’s best for you — not for us. We take pride in offering transparent, unbiased advice, carefully aligning your financial strategy with your goals, values, and long-term vision.