Poise Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Flat Quarterly Retainer fee billed quarterly in advance, amount agreed in Client Agreement
$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
Financial Planning and Consulting Services hourly fees ranging from $150 to $300 per hour; initial planning session $200/hour
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
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
Germantown MD
Advisors at this office
2
Most active in
Maryland
Also doing business as
Hs Advisory · Hs Advisory LLC · Poise Investment Advisors · Poise Investment Advisors LLC · Poise Investment Advisors LLC "Legal & Primary Business Names"
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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.
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.
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