Exclusively for

Financial Advisors

How Azzad Can Help You

Solutions for your ethical, socially responsible investors

The hallmark of our philosophy is helping investors align their financial investments with their personal values. Our portfolios are made up of securities of companies who make positive contributions to the world while avoiding certain practices that may damage quality of life.

Azzad has designed a comprehensive, proprietary screening model that ensures our money managers choose from only those companies that are socially responsible and meet halal investing standards in their actions and products. We consider environmental, social and corporate governance criteria practiced by companies of all sizes and industries, and then subject each to rigorous financial analysis.

Our goal is to produce long-term competitive, risk-adjusted returns and positive societal impact.

Aligned with top talent investment managers

We have aligned ourselves with experienced and respected Wall Street institutional investment managers to manage specific asset classes for the Azzad Ethical Wrap Program, in addition to the Azzad Asset Management investment team. Our due diligence continues through the life of our relationship, continually reassessing their commitment, competitive performance and adherence to Azzad’s socially responsible investment restrictions.

Asset allocation strategies

We’ve designed five strategies to help meet your investors’ personal financial goals while staying in alignment with their personal values:

  • Conservative
  • Moderate Conservative
  • Moderate
  • Moderate Aggressive
  • Aggressive

Learn more about our strategies >

Custodian choices

Our wrap fee accounts are currently available to you and your clients at Foliofn Investments or TD Ameritrade Institutional. Each custodian offers unique services and resources. Through our relationship with Orion Advisor Services, we strive to bring you more flexibility to choose the custodian you prefer.

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