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Established in 2010 with a focus on raising the standards of the investment industry, Phocion Investment Services Inc. is a professional investment services company specializing in Performance, Operational Due Diligence (ODD) and Compliance. Our services span the entire spectrum of their respective disciplines and are designed to provide the knowledge required to improving investment operations.
"I can't be both his friend and his flatterer." Those are the famous words of Phocion (c. 402 BC – c. 318 BC), the man that this firm was founded after. Phocion was an Athenian statesman who avoided corruption and whose uprightness earned him the nickname, "The Good." Phocion never gave insincere counsel and never mistreated anyone he disliked.
Phocion Investment Services is an independent firm whose three Managing Directors have over 55 years of service at some of the most decorated financial institutions. Each partner possesses a different core competency which when combined together, provide our clients the most comprehensive approach available in the investment industry today.
Ioannis is very knowledgeable concerning performance measurement, formulas, and the interaction of the various elements that affect performance measurement numbers. He built a very detailed system replication of the performance calculations in Excel to help facilitate our efforts and to better understand the way we should show certain accounting transactions in order to have the desired performance effects.
Financial Systems Manager, RFA Management
Thank you Phocion Investments taking the time to listen and understand my investment requirements, and for performing a comprehensive analysis of selected managers.
President, Zarturian Developments
We mandated Phocion for a thorough review of our compliance process. Their experts were very insightful in recommending simple and efficient solutions to implement current best practices.