Halal Wealth, Managed.

Financial Planning. Halal Investing. No % Fees.

Go Halal
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Flat Rate
Keep more of your wealth. Simple, transparent subscription pricing with zero AUM percentage fees.
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Halal Custom Indexing
Halal Custom Indexing filters a conventional index to build a personalized, tax-efficient halal portfolio.
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Private Client Experience
Experience elite service with dedicated advisors offering personalized financial planning for your unique journey.
White-Glove

Custom investment advice and
personalized financial planning around
your values and goals.

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Halal Custom Indexing - Your values and rules, our strategy.

Build a Personalized
Portfolio

01. Discovery & Financial Planning
Get onboarded with our discovery, and financial planning steps with our advisor.
02. Take Our Risk Assessment
Answer questions designed to help determine your risk tolerance and investment preferences.
03. Customize the Portfolio
Holdings are tailored for tax management, security restrictions, and ESG values.
04. Professional Management
Experts monitor your portfolio for tax-loss harvesting, rebalancing, and market changes.
White-Glove

Custom investment advice and
personalized financial planning around
your values and goals.

NoorVest - Favicon
Halal Custom Indexing - Your values and rules, our strategy.

Build a Personalized
Portfolio

01. Discovery & Financial Planning
Get onboarded with our discovery, and financial planning steps with our advisor.
02. Take Our Risk Assessment
Answer questions designed to help determine your risk tolerance and investment preferences.
03. Customize the Portfolio
Holdings are tailored for tax management, security restrictions, and ESG values.
04. Professional Management
Experts monitor your portfolio for tax-loss harvesting, rebalancing, and market changes.

Why chose Halal Custom Indexing

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Customized
By incorporating your preferences, values, and goals, we create a personalized solution tailored to you.
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Tax-Efficient
Transition assets tax-efficiently, set capital-gains budgets, and provide proactive tax-loss harvesting to help reduce taxes.
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Personal Investment Advisor
Your advisor has full control of your investment strategy; to streamline trading, reporting, and account maintenance.
Flat Rate Membership

Delivering private client experience at
no % fees

The NoorVest Way
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AUM Fee
No % fee. Flat Rate.
  • Halal Custom Indexing
    Free Accounts for Spouse
    Top of The Line Tech
    24/7 Access to Advisor
    Tax-Smart Investing
Traditional Wealth Advisor
AUM Fee
> 1.0%
  • Standard Halal Index
    Professional management
    Traditional Technology
Same Portfolio. Two Fees.

One Keeps More in Your Pocket.

*The % based fees are assumed to be 1.5% up to $2M and then 1.4% afterwards. Accounts are assumed to start at $1M and grow at 8% yearly, with fees being paid quarterly in arrears. The average stock market return is about 10% per year for nearly the last century, as measured by the S&P 500 index. Source: Nerdwallet
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Personal Financial Advisor

Manage your financial plan for
decades to come

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Investments
Balance your portfolio and build for the future.
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Tax
Optimize your strategy to manage your tax burden.
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Retirement
Choose the smartest path to financial freedom.
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Cash Flow
Have a plan and monitor your progress.
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Real Estate
Understand how Real Estate impacts your portfolio.
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Halal Certificate

AAOIFI Certified Halal

We’re certified in accordance with Accounting and Auditing Organization For Islamic Financial Institutions. Learn More.
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Holistic Financial
Planning
You Can Trust

NoorVest isn’t a one-off service, it’s your gateway to an entire ecosystem: halal investing, estate planning, tax planning, and more. All aligned with your values.
Learn More About Financial Planning

Your All-in-One Halal
Platform

Join us on this journey towards financial prosperity, guided by the principles of integrity, transparency, and ethical investing. Start investing with confidence today at 0%.
Go Halal
Investment Management Committee

Powered by Industry-Leading Portfolio Experts

GroupGroup
Andrew Rosenberger - img
Tarif Homsi
Founder & CEO
From Damascus to Wall Street—from UBS to J.P. Morgan—I bring over a decade of experience to build halal, ethical, values-driven financial solutions.
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Andrew Rosenberger - img
Dr. Mohamed Ali Elgari
Chairman, Shariah Supervisory Board - Amanie International
From decades of teaching Islamic economics to shaping global Shariah boards, I’ve worked to bridge scholarship...
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Dr. Mohd Daud Bakar
Executive Member, Shariah Supervisory Board
My work has always focused on translating Shariah into action—from chairing central banks and indexes to....
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Jamie Ryan - img
Louay Homsi
Chief Tax StrategistVoyage Tax Consulting LLC.
IRS-licensed and finance-trained, I help businesses and families navigate taxes, strategy, and succession with clarity...
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Carolyn Caza
Executive AdministratorNoorVest
Behind every smooth operation is someone keeping the pieces moving — I’m here to make sure nothing important falls through the cracks.
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Frequently Asked Questions