Tayyib Investments LLC, founded in 2026 and based in Sylvania, Ohio, offers investment advisory and financial planning services structured around ethical and halal (Islamic law) principles. Tayyib Investments operates strictly as an advice-only firm, meaning the company does not manage client assets directly, hold custody of funds, or execute trades. Instead, Tayyib Investments provides clients with written recommendations, financial planning, investment assessments, and portfolio optimization. Clients retain full responsibility for executing trades and managing their accounts with a qualified custodian of their choice. The firm focuses on long-term, non-speculative strategies such as strategic asset allocation and low-cost index investing, while screening out businesses involved in interest-bearing financial components, alcohol, gambling, weapons, and short-term speculation.
Fee Structure
Tayyib Investments does not manage investment portfolios directly or take custody of client funds. However, the firm offers portfolio optimization services where clients provide their account details, and Tayyib Investments delivers annual rebalancing and reallocation recommendations based on portfolio size:
- $0 to $150,000 — $1,500 or 2% of the portfolio size, whichever is lower
- $151,000 to $300,000 — $3,000 flat fee
- $301,000 to $500,000 — $5,000 flat fee
- $500,000 and above — $7,500 flat fee
If you want portfolio reviews more than once a year, those are billed at hourly rates.