Phocion Investment Services Inc., an AIMA member, is a specialized professional services company focused on assisting all investment industry stakeholders to achieve best practices in the areas of performance and operating controls. Our independence, knowledge, and dedication to these growing fields can bring new insights and better understanding of your investment processes. Our services span the whole spectrum of the investment performance and operations fields, and include: - Operations Optimization - GIPS Implementation - Performance Management Outsourcing - Policy & Procedures - Due Diligence - Performance Reporting, and - Training. The benefits are wide ranging for all stakeholders, from managers elevating their standards and gaining the confidence of investors, to investors gaining a deeper understanding of investment firms' asset management abilities. Like our namesake Phocion, the great Athenian statesman: we never give insincere counsel.
View Top Employees from Phocion Investment Services Inc.Website | http://www.phocioninvestments.com |
Revenue | $5.8 million |
Employees | 3 (2 on RocketReach) |
Founded | 2010 |
Address | 1010 Sherbrooke St West Fl 18, Montreal, Quebec H3A 2R7, CA |
Phone | (514) 564-9955 |
Technologies | |
Industry | Investment Management, Finance General, Performance Management and Reporting, Finance, Enhanced Due Diligence, GIPS Compliance and Consulting, Compliance Program Review and Operational Controls, Performance and Compliance Training |
Competitors | BCQS International, Calash, CrossCheck Compliance LLC, Durkin Group LLC, Roman & Associates |
SIC | SIC Code 62 Companies, SIC Code 6211 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Phocion Investment Services Inc. annual revenue was $5.8 million in 2024.
2 people are employed at Phocion Investment Services Inc..
Phocion Investment Services Inc. is based in Montreal, Quebec.
The NAICS codes for Phocion Investment Services Inc. are [52, 523].
The SIC codes for Phocion Investment Services Inc. are [62, 6211, 621].