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Disclosures

Registration

ShariaPortfolio, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training or an endorsement of the firm by the SEC.

Form ADV

A copy of ShariaPortfolio’s current Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) is available upon request. Clients are encouraged to review these documents carefully. The Form ADV describes our advisory services, fees, conflicts of interest, and other important information.

Investment Risk

All investments involve risk, including the possible loss of principal. There is no guarantee that any investment strategy or portfolio will achieve its objectives. Diversification and Sharia-compliant screening do not ensure a profit or protect against loss in declining markets.

Past Performance

Past performance is not indicative of future results. References to historical returns or investment outcomes do not guarantee similar results in the future. All figures presented are for illustrative purposes only.

Sharia Compliance

ShariaPortfolio’s investment strategies are developed with the guidance of a Sharia advisory board and follow screening criteria aligned with AAOIFI standards. However, no investment approach can be guaranteed to be universally accepted by all Islamic scholars or jurisdictions. Clients should consult with their own religious advisors if they have specific compliance questions.

Not Tax or Legal Advice

Nothing on this website or in our communications constitutes tax advice, legal advice, or accounting advice. Clients should consult qualified tax and legal professionals regarding their specific circumstances.

Third-Party Information

Some content on this website may include information sourced from third parties. ShariaPortfolio does not independently verify all third-party information and is not responsible for its accuracy or completeness.

No Guarantee of Results

Any forward-looking statements or projections on this website are based on assumptions that may not prove accurate. Actual results may differ materially from projected results. ShariaPortfolio makes no representation that any strategy, recommendation, or portfolio will achieve any particular outcome.

Contact

For additional disclosures or to request a copy of our Form ADV, please contact us at info@shariaportfolio.com or (888) 425-2578.

ShariaPortfolio, Inc.
1331 S. International Pkwy, Ste. 2291
Lake Mary, FL 32746

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info@shariaportfolio.com
(321) 275-5125
1331 South International Parkway
(Suite 2291) | Lake Mary, FL 32746

ShariaPortfolio, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed with state regulatory agencies that have limited regulatory jurisdiction over our advisory business practices. ShariaPortfolio provides advisory services only in jurisdictions where it is properly registered, notice filed, or exempt from registration. No new accounts will be accepted unless and until all applicable local regulations are satisfied. The information on this website is for informational and educational purposes only and is not intended as personalized investment advice, a recommendation, or an offer or solicitation to buy or sell any security or to provide advisory services in any jurisdiction where such offer or solicitation would be unlawful. All investments involve risk, including possible loss of principal. There is no guarantee that any investment strategy will achieve its objectives. Past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or protect against loss. Any references to tax or legal matters are for informational purposes only and should not be relied upon as tax or legal advice. Consult your own tax, legal, and other professional advisers regarding your individual circumstances. References to “Sharia-compliant,” “Halal,” or similar terms reflect ShariaPortfolio’s internal criteria and understanding of Islamic investment principles. Interpretations of Sharia may differ, and there is no guarantee our approach will be accepted by all scholars or investors. Please review ShariaPortfolio’s Form ADV and other disclosure documents carefully before engaging our services. If you are interested in our services, please contact us and request a copy of our Disclosure Brochure (Form ADV Part 2A), which provides detailed information about ShariaPortfolio, Inc., our services, and risks.

View our Form CRS   Request Form ADV Part 2A Disclosure Brochure

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