Services

Professionally managed investment solutions for Muslims to help achieve their financial goals while conforming to their personal values.

1

SHARIAPORTFOLIO ACCESS

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

  • Customized Portfolios

  • Alternative Assets

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2

SHARIAPORTFOLIO EXPRESS

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

  • Economical

  • Investment models developed by experienced and professional money managers

  • Ability to seamlessly transition to our premium Access service

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3

SHARIAPORTFOLIO 401(K)

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

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4

SHARIAPORTFOLIO INTERNATIONAL

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.

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5

SHARIAPORTFOLIO INSTITUTIONAL

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.

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