The Azzad Ethical Wrap Program
Proactive Halal investment management for high net-worth families.
Through our Azzad Ethical Wrap program, we offer a turnkey wealth management solution that follows the seven tenets of the Halal investing. Through our partnership with various institutional portfolio managers, we offer our clients direct ownership of stocks to provide greater control over their portfolios, and better tax efficiency.
Our wealth management services include:
Azzad offers a full-service investment management solution for families looking to address their complex financial needs and goals.
Our Azzad Ethical Wrap Program gives investors access to the following:
Halal screening
Custom portfolio management and rebalancing
11 diversified portfolios across a variety of asset classes
8 portfolio management teams
Purification calculation
Zakah calculation
Our portfolio options are diversified across a range of asset classes, including:
Azzad Managed Asset Allocation Strategies
Our wrap program offers fully diversified portfolios to meet every investor’s long-term goals and risk style, from conservative to aggressive.
Your investments will be regularly screened for halal compliance and regularly rebalanced to reflect your needs and investment goals. Through our client portal, you can view your accounts’ holdings, transactions and performance, as well as your consolidated year-end tax statement. A wrap program is simple and cost-effective, with one annual fee based on account value.
