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OUR SERVICES

Performance

Performance

Performance measurement and evaluation is important to the vitality of the investment industry by providing insight into the [...]

Due diligence

Due diligence

Due Diligence is an integral part in the selection of an investment manager. Phocion in-depth analysis evaluates an investment [...]

Compliance

Compliance

An effective Compliance Culture requires that a firm and its employees understand their compliance responsibilities and act [...]

Recent Articles

ABOUT

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.

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"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.

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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.

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Phocion's mission is to raise the operating control standards that the global investment industry adheres to. Our Resources provide links to some of the most notable financial education organizations.

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OUR TEAM

Ioannis Segounis

Ioannis Segounis

MBA, CFA, CIPM, Managing Director

Kosta Segounis

Kosta Segounis

CPA, CA, CFA, Managing Director

David Rowen

David Rowen

CFA, FRM, Managing Director