Top

About the Firm

What are your professional credentials?

Our advisors have undergone rigorous financial training, and hold securities licenses such as the Series 7 and Series 65.

Do you accept clients from anywhere in the United States?

Yes. We are registered in California, but can accept clients from anywhere in the United States.


About our Portfolios and Services

WHAT INVESTMENT SERVICES DO YOU OFFER?

Broadly speaking, our investment services can be split into two categories: Total Portfolio, Advanced Investment Strategies

  • Total portfolio is for the client who wants to build a straightforward portfolio that meets all of their investing needs.  This is designed to be a client's primary investment vehicle, and can be customized to meet each investor's specific risk profile, as well as religious or ethical concerns.
  • Advanced Investment Strategies are available to accredited investors looking for more substantial returns.  These are not intended to be a client's primary investment vehicle, but instead serve as an add-on to investors seeking additional returns.

HOW DOES WEALTH MANAGEMENT DIFFER FROM YOUR REGULAR INVESTMENT SERVICES?

Wealth Management is a comprehensive service that applies a holistic approach to your financial well-being.  We go beyond your investment portfolio, crafting a customized plan that includes estate planning, cash management, and non-liquid investments.

WHAT KIND OF CONSULTING PROJECTS DO YOU DO?

Our Consulting wing does custom work for individuals, businesses, and groups. These can include business acquisition, evaluation of private equity investments, as well as venture design and planning.  Since each project is unique to each client, please contact us for more information about how we can help you.

WHAT ARE YOUR FEES?

Fees vary based on the services you require, and Assets Under Management (AUM).

  • Total Portfolio fees range from 1% to 0.5%.
  • Advanced Investment Strategies have a flat fee of 2% and a performance fee of 20%.
  • Wealth Management fees range from 1.5% to 0.65%.
  • For Consulting clients with special projects, we charge an hourly rate that will vary based on complexity of the project.  Please contact us directly to find out more.

WHAT MAKES WAHDY CAPITAL DIFFERENT?

First of all, we are fiduciaries, and take our fiduciary commitment to our clients seriously.  You can find out more about fiduciaries' contribution to your financial health here.

Second, we emphasize a personal relationship with each of our clients.  We strive for transparency and accessibility in all of our client interactions, because we value the trust that you place in us as financial advisors.

Third, we are active investment managers.  This means that we vet and scrutinize each investment from both a risk standpoint and an opportunistic standpoint.  We use Modern Portfolio Theory as a foundation for our investments, but build off new research, our own models, and both qualitative and quantitative analyses in our attempt to find better investment opportunities for our clients.

ARE YOU FIDUCIARIES?

Yes, and we are proud of it!  As fiduciaries, we have a legal obligation to give investment advice based on your best interests; we are compensated only through client fees, and do not receive any commission from selling overpriced investment products that may not be the best fit.  Only about 15% of all financial advisors meet the fiduciary standard.  You can read more about the fiduciary standard here.


Specialized Concerns

DO YOU OFFER SPECIAL PORTFOLIOS THAT CAN EXCLUDE CERTAIN TYPES OF INVESTMENTS FROM MY PORTFOLIO FOR RELIGIOUS OR ETHICAL REASONS?

Yes.  We offer specialized halal, as well as environmental, social, and governance (ESG) portfolios for religious and ethical investors, and can also customize a portfolio to meet your specific needs.  More information about our halal portfolios can be found here.  We believe that no investor should have to compromise on their values in order to invest.