Halal stocks that align with you!

Halal Custom Index
→ Your values,
rules, and our
strategy.

Low minimum of $100,000

Are you missing out on tech stocks investment because you..

want to only invest into stocks that align with your value?

Actively Managed
Customized Portfolio

Halal Custom Indexing filters a conventional index using AAOIFI Shari'ah standards to build a personalized, tax-efficient Halal portfolio aligned with your values.

FLAT MEMBERSHIP PLAN

0% AUM Fees

Our flat-fees structure saves
you more over time.

Customized

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.

Tech-Enabled

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

5 Investment Strategies

Start with a low minimum of $100,000.

In just 4 easy steps

Select your strategy: choose an index for your target market exposure

Unwrap the Technology: Our technology unwraps the index into a separately managed account where you own the individual Halal securities.

Customize the Portfolio: Your portfolio is customized for tax transitions, tax management, security restrictions, and environmental, social & corporate governance restrictions

Professionally managed: Your portfolio is monitored on an ongoing basis for tax loss harvesting opportunities, rebalancing, and market changes.

Investment Management Committee

$57+ Billion

Experienced Professional Management

Andrew Rosenberger

CFA

Andrew is Head of Custom Indexing at Orion. He oversees the management and monitoring of all investments under Orion’s Custom Indexing team.

Frank Nickel

CFA

Frank Nickel is Head of Disciplined Equity at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.

Thomas LaBarbera

CFA

Thomas J. LaBarbera, is a Quantitative Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.

Jamie Ryan

CFA

Jamie Susanin, CFA is a Senior Portfolio Manager – Custom Indexing at Brinker Capital Investments, an Orion company.

Nick Boylan

Nick Boylan is a portfolio manager at Brinker Capital Investments, an Orion Company.

Chris Malsam

Chris Malsam is a quantitative portfolio manager at Orion Advisor Solutions.

Chad Fox

Chad Fox is an Investment Strategist at Orion Advisor Solutions.

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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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.

Halal Custom Index → Your values, rules, and our strategy.