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Institutional

 

An advisor partner program bringing halal solutions to clients

Grow

Professional

Network

Establish

Market

Differentiation

New

Streams

of Revenue

Expand

Client Base

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.

How it Works

Advisor Partners retain their clients and are able to offer financial products from the ShariaPortfolio menu. ShariaPortfolio shares with Advisor Partners up to 50% of the advisory fees it collects.

Benefits for advisor partners:

  • Develop professional network to grow introductions and referrals
  • Establish market differentiation in a competitive environment
  • Create new streams of revenue by participating in ShariaPortfolio advisory fees
  • Expand client base by offering niche Halal investment services to Muslim investors

Access

The halal solution for comprehensive wealth management

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Express

A Sharia-compliant robo-advisor service

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401(k)

A Sharia-compliant 401(k) retirement plan

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ShariaPortfolio Inc. is registered as an investment advisor with the United States Securities & Exchange Commission and "Notice Filed" with State Regulatory Agencies that have limited regulatory jurisdiction over our advisory business practices. All information contained herein is for informational purposes only and does not constitute a solicitation or offer of investment advisory services except where ShariaPortfolio, Inc. is properly "Notice Filed" to do so. No new accounts will be accepted unless and until all local regulations are satisfied.

If you are interested in our services, please contact us and request a copy of our Disclosure Brochure (Part 2A of Form ADV: Firm Brochure) which provides detailed information about ShariaPortfolio, Inc. and any inherent risks that may be associated with our services.

View our Form CRS   

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