Poise Investment Advisors

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Client assets under management

Clients

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Poise Investment Advisors, LLC is organized as an investment manager offering discretionary investment management and wealth-management services, and its brochure also describes financial planning, other consulting, and educational workshops. The firm was founded in 2020 and the brochure reports no regulatory AUM and no individual client accounts as of 12/31/2021.

The firm describes an asset-allocation approach driven by macroeconomic analysis—assessing factors such as money supply, interest rates and commodity prices—to set portfolio allocations and implement buy/sell decisions on a discretionary basis. In addition to traditional AUM or flat-retainer advisory arrangements, the brochure discloses that Poise may bill hourly for planning and consulting and may use options and other derivatives as part of portfolio management and hedging.

Distinctive features compared with many peers include its in‑house investment manager research and subscription tools, periodic publications/communications and the offering of public educational seminars and workshops. The brochure also highlights institutional treasury and capital‑markets experience on the team, performance‑based fee arrangements and policies for side‑by‑side management and trade allocations, and describes an approach that can involve tactical timing and the use of derivatives in managed accounts.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

General retirement planning Cash flow / budgeting General tax planning Wealth management Real estate investing

Occupation focus

Executive Self-Employed

Fee options

Fixed

Flat Quarterly Retainer fee billed quarterly in advance, amount agreed in Client Agreement

Percentage

$0 - $100,000: Negotiable up to 3% $100,000 - $250,000: 2.5% on first $100,000 (base fee $2,500), 0% on amount over base $250,001 - $500,000: 1.09% to 0.55%, base fee $2,725 plus 0.83% on amount over base $500,001 - $750,000: 0.96% to 0.64%, base fee $4,800 plus 0.66% on amount over base $750,001 - $1,000,000: 0.86% to 0.65%, base fee $6,450 plus 0.49% on amount over base $1,000,001 - $1,500,000: 0.77% to 0.51%, base fee $7,675 plus 0.33% on amount over base $1,500,001 - $2,000,000: 0.63% to 0.46%, base fee $9,325 plus 0.22% on amount over base $2,000,001+: 0.53% or less, base fee $10,425 plus 0.11% on amount over base

Project-based

Financial Planning and Consulting Services hourly fees ranging from $150 to $300 per hour; initial planning session $200/hour

Performance-based

Performance-based fees negotiated, normally between 5% to 15% of total return; applicable to qualifying clients with $500,000+ AUM or net worth over $1,000,000

Other

Account minimum: $100,000 (may accept smaller portfolios at Firm's discretion, minimum $10,000) Fee-only: Financial Planning hourly fees $150 to $300 per hour; initial session $200/hour; Educational seminars $600 per person per 5-hour day; additional hours $100/hour

Main office location

Poise Investment Advisors

Germantown MD, United States

Number of offices

Most active in

Maryland

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 3012636263

Advisors at this firm

Sherif O

Series 65

Germantown, MD

Poise Investment Advisors

Sherif Othman is a financial advisor at Poise Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and previously operated SO Financial Consultants from 2018 to 2021. Before his advisory career, he worked at Green Company For Export, Import and Trading Agencies. Poise Investment Advisors is an investment manager that provides discretionary investment management, wealth management, financial planning, consulting, and educational workshops. The firm employs an asset-allocation strategy based on macroeconomic analysis and utilizes tools such as derivatives and tactical timing in portfolio management.

General retirement planning Cash flow / budgeting General tax planning Wealth management Real estate investing Executive Self-Employed

Hossameldin A

Series 65

Germantown, MD

Poise Investment Advisors

Hossameldin Abdelkarim is a financial advisor at Poise Investment Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Poise Investment Advisors since 2021. Prior to this, he was employed at HSBC Egypt from 2014 to 2017 and currently operates Hossameldin Abdelkarim PLLC, providing legal services as an attorney. Poise Investment Advisors offers discretionary investment management and wealth-management services, focusing on an asset-allocation approach driven by macroeconomic analysis. The firm provides financial planning, consulting, and educational workshops, utilizing tools such as options and derivatives, and emphasizes in-house research and public client education.

General retirement planning Cash flow / budgeting General tax planning Wealth management Real estate investing Executive Self-Employed

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