Allied Asset Advisors provides investment management services to individuals, charitable institutions, and other entities, with a focus on portfolios that adhere to Islamic principles. The firm builds customized portfolios primarily consisting of domestic and foreign common stocks and equity-related securities, avoiding investments in businesses like alcohol, pornography, gambling, and interest-bearing debt. Allied Asset Advisors also acts as the advisor to a registered mutual fund targeting capital growth under Islamic guidelines. Clients work with the firm to establish goals and an investment policy, granting Allied Asset Advisors the authority to manage trades on their behalf while accommodating personal restrictions or social preferences.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable at the firm's discretion based on individual circumstances. Holdings in The Iman Fund are excluded from the fee calculation.