Azzad Ethical Wrap Program
a comprehensive halal wealth management solution for high net worth clients, organizations, and business owners.
The minimum initial investment for the Azzad Ethical Wrap Program is $500,000.
the Azzad Funds
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Plan for Your Future With Halal Investments
Investments for
Individual investors
We offer a full-service bundled financial planning, advisory, and investment management package.
Business owners
A business retirement plan with Azzad can help reduce your tax bill, retain employees, and save for your own retirement.
Independent contractors
As an independent contractor, you can use certain business retirement plans to cut your tax bill and save significantly for retirement.
Nonprofits
We can manage your endowment or help you talk to donors about tax-advantaged planned charitable giving strategies.
Financial advisors
A co-advisory agreement with Azzad can open new client opportunities for your investment advisory practice.
Talk to an Advisor
For high net worth clients, an Azzad financial advisor can help you with tax planning, estate planning, and much more.
Understanding your personal risk appetite and sticking with a plan that aligns with it are crucial to your success as an investor.
We Offer
Halal investments
We offer 11 rigorously-screened halal investment strategies with experienced portfolio managers who specialize in each asset class.
Financial planning
We combine the expertise of our advisors with industry-leading software to help you stay on track with a personalized financial plan.
Wealth management
We offer a comprehensive halal wealth management program with 11 investment strategies and bundled planning and advisory services.
Retirement accounts
We offer a variety of retirement accounts for individuals and businesses, and can help you plan to reach your retirement goals.
Zakah calculation
For our Muslim clients, we calculate zakah and purification on your investment accounts with us so you can donate as you choose.
Estate Planning
An estate plan is essential to preserve your assets and protect your family’s future, and can help minimize estate taxes.
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