Who are we?
Shura Invest is an ethical and socially responsible boutique registered investment advisory firm based in Long Island, New York. There there are only a few known registered asset managers that are complaint with ethical and socially responsible investments and Tax Management. We are one of them.
What makes us different?
When it comes to ethical standards, we set the bar high. At Shura Invest, we distinguish ourselves by providing reputable wealth management services that deeply respect your financial needs, beliefs and goals. We also bring access to institutional-class securities trading platform to maximize impact and minimize total cost. Your investment portfolios are carefully designed by using sophisticated screening, filtering and purification methodologies. Plus, we care about your financial objective, goals, genuinely. Not only are we available, responsive and thoughtful, we are proactive. This means that we think about what may impact our clients even when they may not be thinking about these things themselves and keep the door of communication open, always.
How do we operate?
We work with socially responsible investments and operate on a flat fee based on the amount of assets we manage. This means we do not invest in the following industries or those related: alcohol, gambling, adult entertainment, interest income, pork products, defense, movie production and broadcasting, conventional
financial services, conventional insurance services, hedge fund, margins and derivatives.
Our clients set their own investment requirements, opening up a wide range of strategies for building their wealth. We do not hold client cash or securities. Our clients maintain direct access to their accounts and receive financial statements directly from an independent custodian. We take our fiduciary responsibility to our
clients seriously.
What services do we offer?
- Financial Advisory
- Estate Planning
- Education Planning
- Retirement Planning
- Tax Management
- Investment Management
- Employee Benefit
- Plans and Pension Funds
- Mutual Funds
- Sukuk (Halal Fixed Income)
- Business Succession Planning
- Charitable Giving Planning
How does the process work?
At Shura Invest, our approach is simple but effective. We work with diverse clientele including individual persons, businesses, estates, and trusts. First, we begin with a consultation to understand your unique needs, financial goals, and objectives. Next, we explore suitable strategies to build your wealth with an initial and customized allocation model. Finally, we periodically work with you to re-balance your security portfolio.
Throughout the whole process, we regularly connect with you, offering the latest updates on market and economic trends.