Performance measurement and evaluation is important to the vitality of the investment industry by providing insight into the [...]
Due Diligence is an integral part in the selection of an investment manager. Phocion in-depth analysis evaluates an investment [...]
Shhhhhhh…..the Big Secret: What the Industry Does Not Want to Divulge About Custodian, Administrator Output AccuracyThe degree of profitability for custodian and administrator service providers is predicated on keeping [...]
Considerations to Replace Portfolio Managers Run Aplenty – Investors Must Be Mindful Not to Pull Trigger Without Following Thoughtful ProcessHeisler and Nipp (2017) produced a solid text that touches on the broad topic of investment manager [...]
High net worth investors are highly sought by investment professionals and are often presented with a slew[...]
Private Equity is an asset class that is tainted by numerous red flags and investors need to be mindful. [...]
The demand for Private Equity investment since the Financial Crisis has been nothing short of insatiable. [...]
The adoption of GIPS standardizes performance measurement and reporting across the industry. One may argue[...]
NexTier Forms a Strategic Alliance with Phocion Investment Services to Offer a Range of Performance, Due Diligence and Compliance ServicesCHICAGO, ILLINOIS – January 8, 2018 – NexTier Consulting Solutions, LLC (Company) announced today that[...]
Enhanced Manager Background Checks Provide More Complete Picture for Investors Seeking Rigor to Due DiligenceMONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer our clients access to the[...]
Phocion Offers Webinars and Customizes Performance, Compliance and Due Diligence Training for Your OrganizationMONTREAL (CANADA) –Phocion Investment Services’ (Phocion) is a strong proponent of sharing topical [...]
Happy Holidays from Phocion Investment Services We would like to take a moment to wish you and yours a [...]
Phocion Posts Webinar to Website Titled: “Overview of the Recent GIPS® Guidance Statement on Benchmarks”MONTREAL (CANADA) – Phocion Investment Services (Phocion) posted a webinar on its website titled: [...]
Phocion Proudly Celebrates Seven Years of Assisting Investment Industry Participants to Achieve Operational ExcellenceMONTREAL (CANADA) – The month of November marks Phocion Investment Services’ (Phocion) seven-year [...]
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, Compliance and Due Diligence. 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.
Phocion works with their clients to help build awareness and confidence in the investment process. Notably, its performance verification service provides investors with the confidence required to invest and grow with their managers.
Representative, Race Rock Capital, LLC | Whistleblower
Former Professional Soccer Player | Conference Speaker
Phocion really provided quality services in assisting us completing a due diligence questionnaire. Among other elements, the team demonstrated a great understanding of the operational best practices and how they can be implemented to a smaller organization like us. There are easy to work with, responsive and have the client’s interest at heart.