Halal Wealth, Managed.

Financial planning. Halal investing. No % fees.

Flat Rate

Halal Custom Indexing filters a
conventional to build a personalized,
tax-efficient Halal portfolio.

Halal Custom Indexing

Halal Custom Indexing filters a
conventional to build a personalized,
tax-efficient Halal portfolio.

Private Client experience

Halal Custom Indexing filters a
conventional to build a personalized,
tax-efficient Halal portfolio.

White-Glove

Custom investment advice and
personalized financial planning around
your values and goals.

Halal Custom Indexing - Your values, rules, and our strategy.

Build Personalized
Portfolio

01.

Select your Strategy

Choose Your Index Strategy For Targeted Market Exposure

02. Unwrap the Technology

03. Customize the Portfolio

04. Professionally managed

Why chose Halal Custom Indexing

Customized via. Tech & AI

By incorporating your preferences, values, and goals, we create a personalized solution tailored to you.

Tax-Efficient

Transition assets tax-effectively, set capital-gains budgets, and provide proactive tax-loss harvesting to help reduce taxes.

Personal Investment Advisor

Your advisor has full control of your investment strategy; can streamline trading, reporting, and account maintenance.

Investment Management Committee

$57+ Billion Professionally Managed

Andrew Rosenberger, CFA

Andrew Rosenberger, CFA

Orion Portfolio Solutions

15+ years in portfolio strategy
and a CFA in hand, tax-smart investor.

Frank Nickel, CFA

Frank Nickel, CFA

Orion Portfolio Solutions

30+ years in investment leadership, I blend research, strategy.

Nick Boylan

Nick Boylan

Orion Portfolio Solutions

I build tax-optimized portfolios that align with what investors truly value.

Jamie Ryan

Jamie Ryan

Orion Portfolio Solutions

From client consulting to custom indexing, I help advisors deliver tax-smart portfolios.

Flat Rate Membership

Delivering private client experience at
no % fees

The Noorvest Way

AUM Fee

No % fee. Flat Rate.

Halal Custom Indexing
Free Accounts for Spouse
Top of The Line Tech
24/7 Access to Advisor
Tax-Smart Investing
Get Started Learn How Much You Save

Traditional Wealth Advisor

AUM Fee

> 1.0%

Standard Halal Index
Professional management
Traditional Technology

Same Portfolio. Two Fees.

One Keeps More in Your Pocket.

*The % based fees are assumed to be 1.5% up to $2M and then 1.4% afterwards. Accounts are assumed to start at $1M and grow at 8% yearly, with fees being paid quarterly in arrears.  The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. Source: Nerdwallet

Personal Financial Advisor

Manage your financial plan for
decades to come

Investments

Balance your portfolio and build for the future.

Tax

Optimize your strategy to reduce your tax burden.

Retirement

Choose the smartest path to financial freedom.

Cash Flow

Have a plan and monitor your progress.

Real Estate

Understand how Real Estate impacts your portfolio & taxes.

Halal Certificate

AAOIFI Certified Halal

We’re certified by Accounting and Auditing Organization For Islamic Financial Institutions. Learn More.

Holistic Financial
Planning You Can Trust

NoorVest isn’t a one-off service—it’s your gateway to an entire ecosystem: halal investing, estate planning, tax planning, and more. All aligned with your values.

Learn More About Financial Planning

Your All-in-One Halal
platform

Join us on this journey towards financial prosperity, guided by the principles of integrity, transparency, and ethical investing. Start investing with confidence today at 0%.

Frequently Asked Questions

NoorVest is a Registered Investment Advisor in the states of Virginia, Maryland, and North Carolina. Registration should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.
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By using this website, you accept and agree to our Terms of Service and Privacy Policy.

Disclaimers:
[1] The visuals presented are illustrative re-creations designed to demonstrate our platform’s capabilities. They are not actual screenshots and may differ in appearance or scale from the live platform.
[2] Figures shown reflect average S&P 500 performance (2015–2024) and are for illustrative purposes only. YTD yield is not indicative of NoorVest’s performance.
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The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of NoorVest. Investment management and advisory services are provided by NoorVest (Wealthisor LLC) to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.

For additional information, please refer to our Legal & Compliance Disclosure, Form ADV Part 2A.