Portfolio Management
Grow, Evolve, Improve.
ShariaPortfolio GlobalWealth upholds Sharia, ethical standards in their Investment choices with customized portfolios constructed using Sharia-compliant North American stocks, global sukuks and Sharia-compliant global REITs. Our investment philosophy has roots in value investing and fundamental analysis. SP GlobalWealth offers a long-term perspective and a highly disciplined approach to wealth management.
Our investment choices are Sharia-compliant, or halal, which means they are permissible under Islamic guidelines. SP GlobalWealth manages its portfolios in accordance with the Sharia principles as determined by the Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI). To be Sharia-compliant per AAOIFI standards, companies and investments must pass several screens for permissible business activities, sources of income, debt threshold and cash levels. Stocks, Sukuks and ETFs are considered permissible, but preferred shares and interest-paying securities are not.
Given our suite of investment options, we are able to serve both passive and active investors. For more information about our investment options click here.
