Wealth Management
ShariaPortfolio helps clients move from the first conversation to an organized investment relationship, with account structure, risk tolerance, values, and long-term goals considered from the beginning.
The Process
From your first conversation to ongoing management, each step is designed to bring clarity, structure, and Sharia alignment to your investments.
We begin by understanding your goals, account types, time horizon, risk tolerance, and expectations for support.
Your Investment Policy Statement helps document your preferences, priorities, constraints, and investment objectives before a portfolio is designed.
We shape an investment approach around your account structure, Sharia standards, objectives, and risk profile.
We help coordinate account opening, funding, rollovers, or transfers with the relevant custodian or plan provider.
Accounts are monitored and reviewed so the portfolio remains connected to your agreed investment strategy.
Your experience reflects the service pathway you choose, from advisor-led guidance to streamlined digital access.
Why Choose ShariaPortfolio?
Align your wealth with your goals & values
FAQs
Access Service may fit clients who want advisor-led support, more customization, or coordination across multiple accounts. Express Service may fit investors who prefer a simpler digital onboarding experience and model-based portfolios.
The information is reviewed so ShariaPortfolio can understand your goals, risk comfort, time horizon, and constraints before moving forward with an investment approach.
Yes. We can help coordinate eligible rollovers, transfers, and account funding with the relevant custodian or plan provider. Account rules vary, and tax or legal questions should be reviewed with qualified professionals.
Advisory fees vary by service program. Express Service charges between 0.5% and 0.75% per annum on assets under management, with a $1,000 starting minimum. Access Service uses a tier-based fee structure that may lower as your portfolio grows, with a $100,000 baseline minimum. Clients in both programs are also subject to fees charged by the underlying mutual funds and ETFs held within their portfolios. Full fee schedules are detailed in our Form ADV Part 2A.
Wealth management can include portfolio management, retirement income conversations, charitable giving goals, and coordination with qualified tax, estate, and legal professionals. ShariaPortfolio provides investment management and advisory services within a Sharia-compliant framework; tax, estate, and legal advice should be directed to qualified professionals.
Yes. All investments involve risk, including possible loss of principal. Sharia screening does not remove investment risk or guarantee any outcome.
