Customized
Just like your fingerprint, your investment objectives are unique. By incorporating your preferences, values, and goals, we create a personalized solution tailored to you.
Choose an index for your target market exposure.
Our technology unwraps the index into a separately managed account where you own the individual Halal securities.
Your portfolio is customized for tax transitions, tax management, security restrictions, and environmental, social & corporate governance restrictions.
Your portfolio is monitored on an ongoing basis for tax loss harvesting opportunities, rebalancing, and market changes.
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The Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI) aims to enhance the transparency, efficiency, and stability of the Islamic finance industry.
Primary business is not involved with conventional finance, gambling, pork, liquor, or other impermissible industries/activities.
Memorandum of association does not include any prohibited objectives.
Debt-based financing: < 30% of market cap.
Impermissible income: < 5% of total revenue
Many factors are used when designing the halal-customized allocation throughout your portfolio. Your personal factors applied to the Shari'ah-compliant customization include ,but are not limited to:

Just like your fingerprint, your investment objectives are unique. By incorporating your preferences, values, and goals, we create a personalized solution tailored to you.
Through a tax-managed approach, we can transition assets tax-effectively, set capital-gains budgets, and provide proactive tax loss harvesting to help improve returns and reduce taxes.
With access to our premier tech suite, your advisor is in full control of your personalized investment needs and can streamline trading, reporting, and simplified account maintenance.

A personalized approach to tax management, Custom Indexing is a solution that is:
Feature
Mutual Funds
ETFs
Custom Indexing
Professionally Managed
Low Fees
Transparency
Investment Customization
Personalized Values-Based Restrictions
Tax Harvesting
Tax Transitioning

Portfolio Highlights


Portfolio Highlights


Portfolio Highlights


Portfolio Highlights


Portfolio Highlights




Portfolio Highlights


Portfolio Highlights


Portfolio Highlights


Portfolio Highlights


Portfolio Highlights



Portfolio Highlights



Portfolio Highlights



Portfolio Highlights



Portfolio Highlights



Portfolio Highlights


