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.
Halal Custom Indexing filters a conventional index using AAOIFI Shari'ah standards to build a personalized, tax-efficient Halal portfolio aligned with your values.
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 has 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:
A personalized approach to tax management, Custom Indexing is a solution that is:
FACT SHEET: Updated March 2025.
A personalized approach to tax At NoorVest, we offer flat-fee pricing tiers designed to embody the ethos of halal wealth management to allow you to maximize the potential of your wealth. All our plans includes the following perks.management, Custom Indexing is a solution that is:
US Large Cap Growth
Portfolio Highlights
US Large Cap Growth
Portfolio Highlights
US Large Cap Growth
Portfolio Highlights
US Large Cap Growth
Portfolio Highlights
US Large Cap Growth
Portfolio Highlights
Andrew is Head of Custom Indexing at Orion. He oversees the management and monitoring of all investments under Orion’s Custom Indexing team.
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Frank Nickel is Head of Disciplined Equity at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.
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Thomas J. LaBarbera, is a Quantitative Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.
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Jamie Susanin, CFA is a Senior Portfolio Manager – Custom Indexing at Brinker Capital Investments, an Orion company.
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Nick Boylan is a portfolio manager at Brinker Capital Investments, an Orion Company.
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