Investing

Thank you for visiting our website. We are excited about the opportunity of helping you achieve your financial goals. Below you will find common reasons to invest and why you should consider investing with ShariaPortfolio. Please select a category from the side menu on the right for more information. You can speak with one of our professional advisors to determine if you should invest and what strategy will work best for you.

  • Why Invest?

    There are three common reasons why you might choose to invest: Retirement, Education and Tax Savings. In all three cases, it’s imperative that you start as early as possible to ensure a greater chance of success.

    RETIREMENT:  We all need to plan in advance if we wish to enjoy a comfortable retirement. Uncertainty about social security makes this even more important. You should consider some intelligent investing options so that you can help secure the future you’ve earned.

    EDUCATION:  You want the best for your children and grandchildren. Securing a good education is one of the best things you can do for them. Now is the time to learn more about the options available to help you prepare for the rising costs of education.

    TAX SAVINGS:  Many people don’t know about the availability of tax-deferred or tax-advantaged investments that are available to them. You may be paying more taxes than you have to. Allow your tax-deferred money to compound for you by taking advantage of these types of accounts that can help your savings grow faster.

  • Why ShariaPortfolio?

    Here are three great reasons why you should consider investing with ShariaPortfolio:

    1. We offer a disciplined approach to investing that comes from years of managing our clients’ assets through a variety of up and down market cycles.

    2. We are unbiased experts because we are not compensated by commissions. Our revenues go up when your portfolio goes up. As fee-only advisors, you can be assured there’s no conflict of interest at our firm.

    3. ShariaPortfolio is a market leader in offering Sharia-compliant investing solutions. If you would like to invest in a manner that’s socially responsible that corresponds with your lifestyle, give us a call today!

  • Meet Your Advisor!

    If you’re ready to get started, it’s time to meet one of our professional investment advisors. The process is simple:

    Step 1: An advisor will go through a questionnaire with you to help determine your investment objectives, risk tolerance and personal preferences. We call this questionnaire your customized Investment Policy Statement (IPS). This will help us prepare a strategy for you to achieve your financial goals.

    Step 2: We will prepare all the paperwork that’s required to open your account, transfer funds from other financial institutions and any other forms that may be required for your signature. Just sign where indicated to move forward.

    Step 3: Once your account has been opened, you will receive a user name and password. Just login to your account anytime to see your portfolio. You will also receive monthly statements and quarterly performance reports so you always know where you stand and how your investments are performing.