Shariaportfolio, Inc.

ShariaPortfolio, Inc. is a registered investment adviser specializing in providing investment advisory services through its Express wrap fee program. Established in Lake Mary, Florida, ShariaPortfolio offers diversified model portfolios managed on a discretionary basis. Clients pay a single asset-based fee covering advisory services, trade execution, custody, and other standard brokerage services. The firm conducts meetings to understand clients' financial situations, goals, and risk tolerance to recommend suitable investment approaches. Clients have investment discretion but can request exclusions. The fee structure ranges from 0.40% to 0.75% based on assets under management, with additional fees for mutual fund/ETF portfolios. ShariaPortfolio does not charge performance-based fees and does not engage in side-by-side management. The firm's investment strategies involve fundamental and technical analysis, with a focus on market news reports and financial publications. Clients have the right to vote on proxies, and ShariaPortfolio does not participate in class action lawsuits on their behalf. The firm's Code of Ethics ensures ethical conduct, full disclosure, and compliance with regulations. ShariaPortfolio does not have any disciplinary history and does not receive compensation for client referrals. The firm does not require a minimum initial investment for the Express Program, catering to individuals, IRAs, and revocable living trusts. ShariaPortfolio reviews accounts periodically and provides regular reports to clients. The firm's financial information indicates stability and no impairments to meeting contractual obligations.