A streamlined digital pathway for investors who want to begin halal investing with less friction
Express Service is designed for investors who prefer digital onboarding, model-based portfolios, and a more hands-off service experience. It remains rooted in Sharia-compliant investment standards. Express is ideal for clients looking to begin investing with a suggested minimum of $1,000.
Digital
Open and fund your account through a secure, streamlined online experience.
Streamlined
A simpler path helps reduce friction when getting started.
Automated
Model portfolios support efficient Sharia-compliant investing.
Upgradeable
More complex needs can later move toward Access Service.
A digital investing pathway for clients who want a simpler start
Express Service helps investors begin their investment journey via online onboarding, risk-profile-based model portfolios, and a more automated account experience. It is designed for clients who prefer a more hands-off approach to investing.
Sharia-compliant model portfolios with professional oversight
Express provides professionally managed, Sharia-compliant model portfolios developed in-house by experienced Portfolio Managers. Eligible accounts are managed according to the selected model portfolio and maintained in accordance with its investment strategy, providing clients with a streamlined way to open and fund their accounts.
Service Experience
Express Service is built for eligible investors who want a clean digital workflow and a practical way to begin Sharia-compliant investing.
Online Onboarding
Create your profile, complete account steps, and access the portal digitally.
Risk Profile
The workflow helps identify a model portfolio based on your stated risk comfort.
Model Portfolios
Sharia-compliant investment models support a more streamlined experience.
Account Funding
Initial funding can be completed with account paperwork; after opening, funding is generally handled through the custodian client portal.
Portal Access
Review account information and activity through the secure client portal.
Pathway Review
Move toward Access Service later if your needs become more personal or complex.
Disclosure: The Express Service identifies a model portfolio based on your stated risk profile, and an investment advisor representative reviews accounts before investing. Trading and rebalancing are performed by the Portfolio Manager rather than on an automated recurring schedule, and the Portfolio Manager monitors portfolios on an ongoing basis. Clients may contact an advisor at any time. Express involves fewer scheduled meetings, with continued access to our team. Express Service does not accommodate individual tax, income, or concentrated-position considerations. Clients should notify their advisor if their financial circumstances change.
Why Choose ShariaPortfolio?
Align your wealth with your goals & values
Portfolio Discipline
Diversified, measured strategy focused on your wealth objectives.
Qualified advisors provide clear guidance for your investment needs.
Trust & Confidence
Wealth management built on trust, discretion, and long-term goals.
Purposeful Divestment
We avoid non-permissible activities and review existing holdings for divestment.
Clear Direction
Guidance helps organize accounts, assets, and structure.
Ethical Investing
Invest with Islamic principles and values-aligned investment standards.
Community-Rooted
A Muslim-owned firm serving Muslim investors, families, and institutions.
FAQs
Express Service may be a good fit for investors looking for a simple digital experience, a lower initial investment amount, and a streamlined approach with less hands-on advisor involvement.
Express is a client-led program designed to be more streamlined than Access Service, but it is still built around Sharia-compliant investment models and professional oversight.
Yes. Investors may begin with the Express Service. As their portfolio or circumstances change, they can evaluate if an advisor-led relationship is a better fit and consider transitioning over to Access Service.
Express Service is a wrap, bundled fee program that typically starts at a suggested $1,000 minimum to begin investing. Fees are tier-based and vary depending on whether the client uses a passive or active model, and tiers may change periodically. Express clients are also subject to expenses charged by underlying mutual funds, ETFs, and other holdings in the portfolio. Full fee schedules are detailed in our Form ADV Part 2A.
No. While not all account types can be opened directly through the Express platform, some may still be eligible for the Express program. More complex account types, including SIMPLE IRAs, SEP IRAs, business accounts, custodial IRAs, and certain other accounts, may require assistance from an advisor or the Client Service team. Additional account types may become available as the platform and custodian setup are approved.
No. All investments involve risk, including possible loss of principal. A digital process does not guarantee any investment outcome.
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Express Service
A streamlined digital pathway for investors who want to begin halal investing with less friction
Express Service is designed for investors who prefer digital onboarding, model-based portfolios, and a more hands-off service experience. It remains rooted in Sharia-compliant investment standards. Express is ideal for clients looking to begin investing with a suggested minimum of $1,000.
Digital. Open and fund your account through a secure, streamlined online experience.
Streamlined. A simpler path helps reduce friction when getting started.
Automated. Model portfolios support efficient Sharia-compliant investing.
Upgradeable. More complex needs can later move toward Access Service.
A digital investing pathway for clients who want a simpler start
Express Service helps investors begin their investment journey via online onboarding, risk-profile-based model portfolios, and a more automated account experience. It is designed for clients who prefer a more hands-off approach to investing.
Sharia-compliant model portfolios with professional oversight
Express provides professionally managed, Sharia-compliant model portfolios developed in-house by experienced Portfolio Managers. Eligible accounts are managed according to the selected model portfolio and maintained in accordance with its investment strategy, providing clients with a streamlined way to open and fund their accounts.
Service Experience
Express Service is built for eligible investors who want a clean digital workflow and a practical way to begin Sharia-compliant investing.
Online Onboarding. Create your profile, complete account steps, and access the portal digitally.
Risk Profile. The workflow helps identify a model portfolio based on your stated risk comfort.
Model Portfolios. Sharia-compliant investment models support a more streamlined experience.
Account Funding. Initial funding can be completed with account paperwork; after opening, funding is generally handled through the custodian client portal.
Portal Access. Review account information and activity through the secure client portal.
Pathway Review. Move toward Access Service later if your needs become more personal or complex.
Disclosure: The Express Service identifies a model portfolio based on your stated risk profile, and an investment advisor representative reviews accounts before investing. Trading and rebalancing are performed by the Portfolio Manager rather than on an automated recurring schedule, and the Portfolio Manager monitors portfolios on an ongoing basis. Clients may contact an advisor at any time. Express involves fewer scheduled meetings, with continued access to our team. Express Service does not accommodate individual tax, income, or concentrated-position considerations. Clients should notify their advisor if their financial circumstances change.
Why Choose ShariaPortfolio?
Align your wealth with your goals & values
Portfolio Discipline. Diversified, measured strategy focused on your wealth objectives.
Advisor Support. Qualified advisors provide clear guidance for your investment needs.
Trust & Confidence. Wealth management built on trust, discretion, and long-term goals.
Purposeful Divestment. We avoid non-permissible activities and review existing holdings for divestment.
Clear Direction. Guidance helps organize accounts, assets, and structure.
Ethical Investing. Invest with Islamic principles and values-aligned investment standards.
Community-Rooted. A Muslim-owned firm serving Muslim investors, families, and institutions.
FAQs
Who Is Express Service Designed For?
Express Service may be a good fit for investors looking for a simple digital experience, a lower initial investment amount, and a streamlined approach with less hands-on advisor involvement.
Is Express Service Fully Automated?
Express is a client-led program designed to be more streamlined than Access Service, but it is still built around Sharia-compliant investment models and professional oversight.
Can I Move From Express to Access Later?
Yes. Investors may begin with the Express Service. As their portfolio or circumstances change, they can evaluate if an advisor-led relationship is a better fit and consider transitioning over to Access Service.
What Are the Fees and Minimums for Express Service?
Express Service is a wrap, bundled fee program that typically starts at a suggested $1,000 minimum to begin investing. Fees are tier-based and vary depending on whether the client uses a passive or active model, and tiers may change periodically. Express clients are also subject to expenses charged by underlying mutual funds, ETFs, and other holdings in the portfolio. Full fee schedules are detailed in our Form ADV Part 2A.
Are All Accounts Eligible to Be Established Through the Express Program Portal?
No. While not all account types can be opened directly through the Express platform, some may still be eligible for the Express program. More complex account types, including SIMPLE IRAs, SEP IRAs, business accounts, custodial IRAs, and certain other accounts, may require assistance from an advisor or the Client Service team. Additional account types may become available as the platform and custodian setup are approved.
Does Express Remove Investment Risk?
No. All investments involve risk, including possible loss of principal. A digital process does not guarantee any investment outcome.
