ShariaPortfolio Services

 

Professionally managed investment solutions for Muslims

Access

A comprehensive wealth management service

Express

A Sharia-compliant robo-advisor service

401(k)

A Sharia-compliant 401(k) retirement plan

Institutional

An institutional service for investment advisors

Access

ShariaPortfolio Access provides customized solutions from a personal financial advisor.

The ShariaPortfolio Access service is for clients seeking comprehensive wealth management services who have $100,000 or more to invest. Taking a disciplined approach to Sharia-compliant investing, your personal financial advisor creates customized solutions tailored to your individual needs and goals. You also receive exclusive access to ShariaPortfolio Real Estate, a 100 percent debt-free halal investment alternative in the real estate asset class.

Personal

Financial Advisor

Customized

Portfolios

Dedicated

Client Support

Alternative

Assets

Personal

Financial Advisor

Customized

Portfolios

Dedicated

Client Support

Alternative

Assets

Express

ShariaPortfolio Express offers easy online access to robo-advisor investment solutions.

The ShariaPortfolio Express option is a secure online system for clients who prefer an economical digital solution, with investment models developed by experienced money managers. With automated self-service and robust online resources, Express is ideal for clients ready to invest with $1,000 or more.

Automated

Onboarding

& Self-Service

Low-Cost,

Fee-Only

Dedicated

Investment

Models

Seamlessly

Transition

to Access

Automated

Onboarding

& Self-Service

Low-Cost,

Fee-Only

Dedicated

Investment

Models

Seamlessly

Transition

to Access

401(k) Plans

Essential benefit for companies seeking to attract and retain high-value employees.

ShariaPortfolio’s turnkey 401(k) plans are designed to help your employees save for a more secure retirement. Offering a wide range of halal mutual funds, ShariaPortfolio 401(k) plans may also enable companies and employees to access certain tax advantages.

Turnkey

Plans

Robust

Education &

Advice Tools

Flexible

Employer

Allocations

Tax

Benefits

Turnkey

Plans

Robust

Education &

Advice Tools

Flexible

Employer

Allocations

Tax

Benefits

Institutional

Enabling advisors to offer their clients financial products from the ShariaPortfolio menu.

ShariaPortfolio offers institutional services to financial advisors wishing to provide their clients with Sharia-compliant investment solutions. We also partner with investment companies seeking experienced and successful Sharia-compliant advisors to manage their funds. Our advisor partners retain their clients.

Grow

Professional

Network

Establish

Market

Differentiation

New

Streams

of Revenue

Expand

Client Base

Grow

Professional

Network

Establish

Market

Differentiation

New

Streams

of Revenue

Expand

Client Base

Omars Sulessiman has joined ShariaPortfolio as an Ethical Advisor. Read More > 

Rezwana Abed

Phone: (321) 275-5125

Email: rezwana@shariaportfolio.com


Rezwana holds an undergraduate degree in Environmental Economics and a Master’s degree in Public Policy from UC Berkeley. Rezwana’s previous work experiences extended across nonprofit sectors and academia where she contributed to research, policy analysis, and program evaluation capacities. In addition, she taught undergraduate and high school level economics courses for several years.

While investment advising wasn’t Rezwana’s primary calling, it fast evolved into one of her passions ever since she started to self-educate and took an active role in trying to achieve her own family’s goal of financial security. Rezwana hopes to bring her unique perspective and life experiences to help clients navigate their critical financial decisions with clarity and confidence.

Rezwana was born in Bangladesh and has lived in the United States since 2004. She currently resides in sunny California with her husband and a young daughter. In her spare time, Rezwana enjoys traveling to new places, mastering new DIY crafts, and spending time with family and friends.

Carlos Perez

Phone: 321-275-5125 Ext. 814

Email: carlos@shariaportfolio.com


Carlos Perez is an award winning and nationally recognized Technology Professional with years of IT Infrastructure at the Microsoft Corporation. Principal of Perez Technology Group, Perez is a Microsoft Certified & Dell Certified Professional who specializes on the development of Technology solutions that solve business needs for small and medium size businesses. He has been responsible for the migration, deployment and management of Cloud based solutions across vertical markets including  Fortune 100 companies. He has specialized experience in the Finance, Insurance, Marketing, Legal and Health Care industries & delivered IT projects support to Media Agencies & Non-Profit Organizations.

Perez is also a published author and a featured Tech expert on the Hartford Business Journal & the Orlando Business Journal. He has been featured on the Technology publication CRN, The Channel Company, Spectrum News in Florida, WAPA America, Telemundo NBC Universal & New York 1 for his IT expertise. He was awarded the Entrepreneur of the Year award by the Connecticut Minority Supplier Development Council & the Global Entrepreneur of the Year award by The National Foundation for Teaching Entrepreneurship (NFTE). He previously served as a Manager for Microsoft FastTrack Center, a customer success service designed to help customers realize business value with the Microsoft Azure Cloud and Office 365.  Perez is a member of the Microsoft Partner Network & studied Business IT at the University of Connecticut.

Siraj Virji

Phone: 321-275-5125

Email: siraj@sp-funds.com


Siraj is an undergraduate student working toward an MBA with a scholarship at Rollins College. Though having spent a few years in Vancouver, Canada, he has spent most of his life living in Orlando, Florida. Siraj also volunteers as a member of his mosque’s outreach team, coordinating events and writing articles.

Having extensive experience with a myriad of coffee machines, Siraj is equipped with all the skills necessary to produce a colleague’s morning latte in a timely manner. All jokes aside, as he works on the organizational aspects of the company, Siraj is an attentive and diligent worker dedicated to growing as an asset in his role.

Siraj Virji

Phone: 321-275-5125
Email: siraj@sp-funds.com


Siraj is an undergraduate student working toward an MBA with a scholarship at Rollins College. Though having spent a few years in Vancouver, Canada, he has spent most of his life living in Orlando, Florida. Siraj also volunteers as a member of his mosque’s outreach team, coordinating events and writing articles.

Having extensive experience with a myriad of coffee machines, Siraj is equipped with all the skills necessary to produce a colleague’s morning latte in a timely manner. All jokes aside, as he works on the organizational aspects of the company, Siraj is an attentive and diligent worker dedicated to growing as an asset in his role.

Shaykh Umer Khan

Phone: 321-275-5125

Email: umer@shariaportfolio.com


Shaykh Umer Khan graduated with the highest marks in his class in his formal Shahādah al-‘Ālimiyyah degree (License in Islamic Scholarship, i.e. ʻālim program) from Al-Salam Institute, authorized by Dar al-ʻUlūm Nadwat al-ʻUlamā', Lucknow, India. He also completed a traditional Dars-e-Niẓāmī dawrah of the six canonical books of ḥadīth. Shaykh Umer completed his iftā' (License to Give Islāmic Legal Verdicts) from Darulifta Birmingham, granting him the traditional title of 'mufti'. He has a Master's in Finance (from Wharton, UPenn) and another Master's in Islamic Finance and he holds several professional certifications and qualifications in Islamic Finance.

Shaykh Umer teaches the Islamic sciences at seminaries (Institute of Knowledge, Al-Salam Institute, and Critical Loyalty), researches and writes fatwās (legal verdicts) for various institutions, and serves as a sharīʻah advisor to a number of companies.

Shaykh Umer will be working to help ShariaPortfolio with developing a more concrete framework for Sharia screening, reviewing our operations and portfolios to have better alignment with AAOIFI guidelines. InshaAllah we hope this helps increase confidence with our clients in regard to Sharia compliance.