Investment Strategies

We offer three distinct Sharia-compliant investment strategies to provide our clients with options to meet different financial goals, timelines and preferences. These strategies give our clients a starting point in the construction of their portfolios. Each client...

What do your services cost?

We charge a flat management fee, which ranges between 0.50 percent to 2.00 percent per year, depending on the amount of assets being managed and the type of service provided. Unlike many other advisers, we do not accept commissions from mutual fund...

How do I know my money is safe with your firm?

ShariaPortfolio uses reputable custodians, such as Fidelity, to hold your portfolio. Clients have 24/7 access to their accounts with no long-term commitments. Your money will be managed according to your objectives, risk tolerance and preferences.  Additionally, all...

What are the Sharia guidelines used to screen global equities?

The Sharia guidelines are based on the rules determined by the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI), a global Islamic finance standards-setting body, governed by an international panel of highly respected Sharia scholars. ...