Saturna Capital Corporation manages investment portfolios and provides financial planning for individuals, trusts, estates, and corporations. The firm specializes in long-term value investing, emphasizing equities with low financial leverage, growth at a reasonable price, and sustainability. Saturna Capital Corporation is particularly known for offering investment strategies tailored to Muslim investors that comply with Islamic principles, such as avoiding interest-bearing instruments and specific business sectors like alcohol and gambling. In addition to individualized portfolio management, the firm administers mutual funds and offers tools like the Amana Fund Selector for non-discretionary guidance. Clients work with portfolio managers to establish customized investment guidelines, and the firm operates with discretionary authority over accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual advisory fee also includes a flat $2,500 base fee in addition to the percentage rates. Minimum annual fee is $5,000.