514 564-9955

Phocion’s Innovative Independent Investment Review Service‎ Provides High Net Worth Investors With Full Transparency and Empowerment Through Education

August 8, 2017

Phocion’s Innovative Independent Investment Review Service‎ Provides High Net Worth Investors With Full Transparency and Empowerment Through Education

MONTREAL (CANADA) – Phocion Investment Services (Phocion) offers Independent Investment Reviews for High Net Worth (HNW) investors that provide comprehensive analysis with the goal of ensuring that investors’ wealth is being properly managed. The service enhances transparency and analyzes the safety of capital. Finally, the service empowers HNW investors by enlightening them about their own investments.

David Rowen, Phocion’s Managing Director goes on to say: “This innovative service offering is the first of its kind‎. Today’s investors need independent, objective oversight from a trusted partner that provides full transparency and analysis of their managed wealth.” Mr. Rowen goes on stating: “Some investment advisors – not all – manage wealth with the objective of maximizing their own income generation capabilities on the backs of their HNW investor-clients. In contrast, through the Independent Investment Review, Phocion provides these very same HNW investor-clients with an objective report that describes how well their investment advisor is working in their interests. The benefits of the service significantly outweighs the costs to the point that it would be nonsensical for HNW investors not to embrace it”.

Investors wishing to learn more about the Independent Investment Review should contact Mr. Rowen at 514-564-9955 or drowen@phocioninvestments.com.

 

About Phocion Investment Services

Phocion Investment Services provides the expertise, independence and sophisticated tools that enable our clients to meet their performance, compliance and due diligence objectives. Our objective is to bring clarity to the complexities of the investment industry and to assist stakeholders in their investment decision processes. With our team’s proven track record and the firm’s core pillars of honesty, accountability, and excellence in service, we are the industry’s trusted partner in the investment process.

Contact:

Phocion Investment Services | 1010 Sherbrooke Street West, Suite 1800 | Montreal, Quebec | H3A 2R7 Canada

  1. 514-564-9955 | info@phocioninvestments.com | www.phocioninvestments.com

 

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