About Us
Az·zad (noun): An Arabic term meaning “provisions.”
Walking alongside you on your financial journey.
Azzad Asset Management is a faith-based registered investment advisor helping clients grow and preserve their wealth through halal investing and comprehensive financial planning. We serve individuals, families, and institutions who want their financial lives to reflect their values.
Azzad by the Numbers
Who We Serve
Our clients are just like you: hard-working, compassionate, and too busy to DIY their finances.
We work with American Muslim families and focus on guiding them through their unique financial challenges. Our clients range from being mid-career to preparing for retirement to post-retirement, and we’re honored to help them every step of the way. Azzad often collaborates with multi-generational families to help build wealth strategies that maintain a family’s core values and mission.
Our Mission
To empower clients with ethical, Shariah-compliant investment and planning solutions that honor both their financial goals and their faith.
What We Offer
- Halal Investing
We apply a rigorous, principles-based screening process to ensure every investment complies with Islamic finance guidelines. - Separately Managed Accounts (SMAs)
Halal portfolios diversified across many asset classes (including international, small cap, dividends, real estate investment trusts, and more), with some having performance track records spanning over two decades. - Comprehensive Financial Planning
From retirement and tax strategies to charitable giving and estate planning, we offer guidance that integrates your goals with your beliefs. - Unique Investment Options
We manage the Azzad Wise Capital Fund, the first halal fixed-income fund in the U.S., providing riba-free income for Muslim investors. - Shareholder Advocacy
We use our voices as shareholders to encourage ethical corporate behavior, engaging on issues like human rights and corporate transparency. - Fiduciary Commitment
As fiduciaries, we always put our clients’ interests first.
Our Core Values
Our work is guided by principles that go beyond profit:
- Faith and Integrity: Investments should reflect your deepest values.
- Trust: We treat your financial goals with the care they deserve.
- Accountability: We’re transparent in how we manage your money.
- Empowerment: Financial literacy and access are essential for building strong communities.
Ready to Get Started?
Whether you’re looking for halal investments, faith-based planning, or a financial partner who shares your principles, we’re here to help.
Shariah Governance
Putting our values into action.
Azzad implements a halal investment strategy following guidelines from the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI).
We have two additional layers of Shariah governance to ensure our solutions align with our client’s values and faith. These additional Shariah governance bodies are Azzad’s active Shariah advisory board and a third-party auditor, Islamic Finance Advisory and Assurance Services.
Our Team
Azzad Asset Management is an investment advisory firm established in 1997. We specialize in offering socially responsible, Halal solutions for wealth management and financial planning.
Our client-focused team creates custom financial planning and investment solutions for the families we serve. We follow a values-driven process, and leverage unique processes and investment tools to help our clients realize their dreams.
*as of most recent year-end
