About Us
Our Company
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 approach is rooted in discipline, transparency, and results. Whether managing portfolios, crafting estate plans, or establishing long-term trusts, we focus on delivering solutions that are both strategic and sustainable. Every client engagement is grounded in a deep understanding of your goals, risk tolerance, and legacy aspirations.
What sets us apart is our commitment to personalized service and our ability to blend modern investment strategies with ethical considerations. For clients seeking Sharia-compliant portfolios, we offer thoughtfully curated options without compromising on performance or integrity.
Headquartered in Germantown, Maryland, Poise Investment Advisors operates with discretion, insight, and a deep respect for the trust our clients place in us.
Let us help you grow, preserve, and transfer your wealth—poised for every stage of life.
Our Management - Global Exposure
Poise Investment Advisors is a boutique investment advisory firm committed to delivering personalized financial strategies with integrity and clarity. Our management team brings decades of global experience across North America, the Middle East, and emerging markets — offering clients a unique perspective.
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.