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 > 

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