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

Ready to take the next step? We’re here to help.

Access provides custom solutions and personal advisor services for investors with $100,000 or more to invest. Just three easy steps will get you started.

Express is an online option offering investment solutions for investors with $1,000 or more to invest. Create your own secure online account in just a few hours.

401(k) plans offer a wide range of halal investments and are designed to help your employees save for a more secure retirement. Opening an account is fast and easy.

Institutional services enable financial advisors to provide their clients with Sharia-compliant investment solutions. Get started in less than five minutes.

Select an option to the right to take the next step in opening an account and investing the halal way.

Access

Comprehensive wealth management service

GET STARTED

401(k)

Sharia-compliant 401(k) retirement plan

GET STARTED

Express

Sharia-compliant robo-advisor service

GET STARTED

Institutional

Institutional service for investment advisors

GET STARTED
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.

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