Are We a Good Fit?
Wondering what kind of clients Azzad works with? Our clients are busy, successful professionals who are diligent savers and committed to Islamic finance principles. They have at least $500,000 in investable assets, annual incomes of $250,000 or more and have reached a stage in their life where they can’t afford the do-it-yourself approach. Some are early in their careers but fast accumulators; others are 10-15 years from retirement and the third group are retirees.
They have different professions, aspirations and goals, but share the following characteristics:
- Halal investing is top priority
- Long-term investors who understand volatility is part of investing
- Need expert financial guidance to help make strategic decisions
- Willing to pay for comprehensive planning with halal investment management
Of course, we’re not a good fit for everyone. You may not enjoy working with us if:
- Halal investing is lesser priority
- You chase performance
- You don’t want to share your full financial picture
- You do not value planning services
Let’s build the financial life you want – together.
