Our Access service is for clients who need comprehensive wealth management services. One of our licensed financial advisors will work with you towards accomplishing your financial goals. This solution is ideal for clients investing over $100,000.
Dedicated Financial Advisor
Dedicated Client Service Associate
The Express service is our automated system for clients who are comfortable with a completely online solution. This solution works very well for clients just getting started with smaller portfolios.
Automated onboarding and self-service
Investment models developed by experienced and professional money managers
Ability to seamlessly transition to our premium Access service
A 401(k) retirement plan is an essential benefit for a company wishing to help its employees prepare for retirement while also benefiting from tax advantages our plan offers.
Retain existing staff
Attract talented employees
Tax advantages for both sponsor and employees
We setup a turnkey plan for you that includes all reporting and compliance
ShariaPortfolio is pleased to now offer its brand of Sharia-compliant investment management services in many countries around the world. Contact us for more information.Send an Inquiry
We’re pleased to offer institutional services for investment advisors wishing to partner with ShariaPortfolio to be able to offer Sharia-compliant solutions. We’re also happy to work with investment companies who are looking for an experienced and successful Sharia-compliant investment advisor to manage their funds. Contact us for more information.Send an Inquiry