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 >