Choose How To Work With Us

  • Community Member

    Every month
    Great for those who want to stay in-the-know
    • Access to Research Nexus
    • - Full use of Borsa Index
    • - Download Excel File with Stocks, Sukuk, and Preferred Shar
    • - Get commentary and research updates
    • - Ask questions and attend events
  • Early Investor

    Every month
    Perfect for young professionals and new investors
    • Financial Planning
    • Goal Tracking
    • Asset Allocation
    • Budgeting Strategy
    • Account Management
    • Automated Investing
  • Active Investor

    Every month
    Designed for established investors
    • Full Access to Research Nexus
    • Quarterly Investment Reviews
    • Performance Reporting
    • Automated Investing
    • Managed Strategies
    • Trader Support

Seeking a comprehensive solution? Scroll down.

Wealth Management

For private investors, we offer a full-service wealth management solution.

Financial Planning

Investment Management

On-Demand Advice

Family Planning
Account Aggregation
Budget Management
Goal Planning
Dynamic Tracking

Custom Portfolio Management
Active Strategies
Alternative Funds
Multi-Account Management
Full Access to Research

Performance Reporting

Strategy Implementation

Advanced Planning Topics

Insurance Planning

Sibling/Spouse/Child Benefits

Real Estate Analysis

Financial Coaching

Not sure what you need?

Schedule a free initial consultation to learn more about what we can do for you and if what service might be the right fit.