How Halal Custom Indexing Works

  • 01

    Select Your Strategy

    Choose an index for your target market exposure.

  • 02

    Unwrap the Strategy

    Our technology unwraps the index into a separately managed account where you own the individual Halal securities.

  • 03

    Customize Your Portfolio

    Your portfolio is customized for tax transitions, tax management, security restrictions, and environmental, social & corporate governance restrictions.

  • 04

    Professionally Managed

    Your portfolio is monitored on an ongoing basis for tax loss harvesting opportunities, rebalancing, and market changes.

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Why Halal Custom Indexing Works

HCI allows you to align your investments to your values.

01

The Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI) aims to enhance the transparency, efficiency, and stability of the Islamic finance industry.

02

Primary business is not involved with conventional finance, gambling, pork, liquor, or other impermissible industries/activities.

03

Memorandum of association does not include any prohibited objectives.

04

Debt-based financing: < 30% of market cap.
Impermissible income: < 5% of total revenue

Halal Portfolio Preferences

Many factors are used when designing the halal-customized allocation throughout your portfolio. Your personal factors applied to the Shari'ah-compliant customization include ,but are not limited to:

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  • Category
    Status
  • Financial Services
    Excluded
  • Gambling
    Excluded
  • Cannabis
    Excluded
  • Alcoholic Beverages
    Excluded
  • Pork Products
    Excluded
  • Controversial Weapons
    Excluded
  • Military (Weapons) 
    Excluded
  • Nuclear
    Excluded
  • Military (Non-Weapons) 
    Excluded
  • Small Arms
    Excluded
  • Tobacco Products
    Excluded
  • Adult Entertainment
    Excluded
  • Abortion
    Excluded
Expend to see all exclusions
  • Customized
    Customized

    Just like your fingerprint, your investment objectives are unique. By incorporating your preferences, values, and goals, we create a personalized solution tailored to you.

  • Tax-Efficient
    Tax-Efficient

    Through a tax-managed approach, we can transition assets tax-effectively, set capital-gains budgets, and provide proactive tax loss harvesting to help improve returns and reduce taxes.

  • Tech-Enabled
    Tech-Enabled

    With access to our premier tech suite, your advisor is in full control of your personalized investment needs and can streamline trading, reporting, and simplified account maintenance.

Halal Custom Indexing cycle

Tax Opportunities

A personalized approach to tax management, Custom Indexing is a solution that is:

Feature

Mutual Funds

ETFs

Custom Indexing

Professionally Managed

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Low Fees

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Transparency

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Investment Customization

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Personalized Values-Based Restrictions

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Tax Harvesting

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Tax Transitioning

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Investing Strategies

At NoorVest, we offer flat-fee pricing tiers designed to embody the ethos of halal wealth management to allow you to maximize the potential of your wealth. All our plans includes the following perks.
Core Equity Startegy
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Core Equity Startegy
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The strategy provides broad exposure to companies across the entire U.S. market- cap spectrum
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The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. All Cap Broad Market

Portfolio Highlights

Mega Strategy
Top 10 Holdings
  • Apple Inc.
    6.2%
  • Microsoft Corporation
    5.2%
  • NVIDIA Corporation
    4.9%
  • Amazon.com, Inc.
    4.1%
  • Meta Platforms Inc Class A
    2.7%
  • Alphabet Inc. Class A
    2.2%
  • Tesla, Inc.
    1.9%
  • Broadcom Inc.
    1.8%
  • Eli Lilly and Company
    1.5%
  • Exxon Mobil Corporation
    1.5%
Mega Strategy
accordian arrow
Mega Strategy
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The strategy provides exposure to the 200 largest U.S. public companies
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The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Mega Cap

Portfolio Highlights

Mega
Top 10 Holdings
  • Apple Inc.
    8.6%
  • NVIDIA Corporation
    7.1%
  • Microsoft Corporation
    6.8%
  • Amazon.com, Inc.
    5.0%
  • Meta Platforms Inc Class A
    3.6%
  • Alphabet Inc. Class A
    2.4%
  • Alphabet Inc Class C
    2.3%
  • Broadcom Inc.
    2.2%
  • Eli Lilly and Company
    2.1%
  • Tesla Inc
    2.1%
Tech Leaders Strategy
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Tech Leaders Strategy
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The strategy provides broad exposure to largest companies trading on the NASDAQ exchange
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The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
NASDAQ 100

Portfolio Highlights

Tech
Top 10 Holdings
  • Apple Inc.
    9.6%
  • Microsoft Corporation
    7.7%
  • NVIDIA Corporation
    7.6%
  • Amazon.com, Inc.
    6.6%
  • Broadcom Inc.
    4.4%
  • Meta Platforms Inc Class A
    3.9%
  • Tesla, Inc.
    3.6%
  • Alphabet Inc. Class A
    3.1%
  • Alphabet Inc. Class C
    2.9%
  • Costco Wholesale Corporation
    2.7%
Growth Strategy
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Growth Strategy
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The strategy provides broad exposure to U.S. mid and large capitalization companies that exhibit attractive growth characteristics relative to the market
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The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

Growth cycle
Top 10 Holdings
  • Apple Inc.
    12.6%
  • NVIDIA Corporation
    10.3%
  • Microsoft Corporation
    9.9%
  • Amazon.com, Inc.
    7.1%
  • Meta Platforms Inc Class A
    5.2%
  • Alphabet Inc. Class A
    3.4%
  • Broadcom Inc.
    3.2%
  • Alphabet Inc. Class C
    2.9%
  • Tesla, Inc.
    2.7%
  • Eli Lilly and Company
    2.5%
Equity Income Strategy
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Equity Income Strategy
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The strategy provides exposure to quality stocks that generate high dividend yields and also score favorably on environmental, social and governance ratings
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Dividend Income ESG

Portfolio Highlights

Cycle
Top 10 Holdings
  • Accenture Plc Class A
    4.2%
  • Texas Instruments Incorporated
    4%
  • CNH Global NV
    3.6%
  • Cummins Inc
    3.6%
  • International Business Machines
    3.3%
  • Automatic Data Processing Inc
    3.1%
  • Johnson & Johnson
    3%
  • AvalonBay Communities Inc
    3%
  • Ferguson Plc Ord
    2.9%
  • Home Depot Inc
    2.9%
Free Resource

Click Here to View Top 10 Holdings

Learn More About in NoorVest Fact Sheet
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Investing Strategies

At NoorVest, we offer flat-fee pricing tiers designed to embody the ethos of halal wealth management to allow you to maximize the potential of your wealth. All our plans includes the following perks.
Core Equity Startegy
accordian arrow
Core Equity Startegy
check-icon
The strategy provides broad exposure to companies across the entire U.S. market- cap spectrum
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. All Cap Broad Marketword-

Portfolio Highlights

Core Equity
Top 10 Holdings
  • Apple Inc.
    6.2%
  • Microsoft Corporation
    5.2%
  • NVIDIA Corporation
    4.9%
  • Amazon.com, Inc.
    4.1%
  • Meta Platforms Inc Class A
    2.7%
  • Alphabet Inc. Class A
    2.2%
  • Tesla, Inc.
    1.9%
  • Broadcom Inc.
    1.8%
  • Eli Lilly and Company
    1.5%
  • Exxon Mobil Corporation
    1.5%
Mega Strategy
accordian arrow
Mega Strategy
check-icon
The strategy provides exposure to the 200 largest U.S. public companies
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Mega Cap

Portfolio Highlights

Mega
Top 10 Holdings
  • Apple Inc.
    8.6%
  • NVIDIA Corporation
    7.1%
  • Microsoft Corporation
    6.8%
  • Amazon.com, Inc.
    5.0%
  • Meta Platforms Inc Class A
    3.6%
  • Alphabet Inc. Class A
    2.4%
  • Alphabet Inc Class C
    2.3%
  • Broadcom Inc.
    2.2%
  • Eli Lilly and Company
    2.1%
  • Tesla Inc
    2.1%
Tech Leaders Strategy
accordian arrow
Tech Leaders Strategy
check-icon
The strategy provides broad exposure to largest companies trading on the NASDAQ exchange
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
NASDAQ 100

Portfolio Highlights

Tech
Top 10 Holdings
  • Apple Inc.
    9.6%
  • Microsoft Corporation
    7.7%
  • NVIDIA Corporation
    7.6%
  • Amazon.com, Inc.
    6.6%
  • Broadcom Inc.
    4.4%
  • Meta Platforms Inc Class A
    3.9%
  • Tesla, Inc.
    3.6%
  • Alphabet Inc. Class A
    3.1%
  • Alphabet Inc. Class C
    2.9%
  • Costco Wholesale Corporation
    2.7%
Growth Strategy
accordian arrow
Growth Strategy
check-icon
The strategy provides broad exposure to U.S. mid and large capitalization companies that exhibit attractive growth characteristics relative to the market
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

Growth cycle
Top 10 Holdings
  • Apple Inc.
    12.6%
  • NVIDIA Corporation
    10.3%
  • Microsoft Corporation
    9.9%
  • Amazon.com, Inc.
    7.1%
  • Meta Platforms Inc Class A
    5.2%
  • Alphabet Inc. Class A
    3.4%
  • Broadcom Inc.
    3.2%
  • Alphabet Inc. Class C
    2.9%
  • Tesla, Inc.
    2.7%
  • Eli Lilly and Company
    2.5%
Equity Income Strategy
accordian arrow
Equity Income Strategy
check-icon
The strategy provides exposure to quality stocks that generate high dividend yields and also score favorably on environmental, social and governance ratings
check-icon
The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG SRI preferences, and other personal preferences
check-icon
The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Dividend Income ESG

Portfolio Highlights

Cycle
Top 10 Holdings
  • Accenture Plc Class A
    4.2%
  • Texas Instruments Incorporated
    4%
  • CNH Global NV
    3.6%
  • Cummins Inc
    3.6%
  • International Business Machines
    3.3%
  • Automatic Data Processing Inc
    3.1%
  • Johnson & Johnson
    3%
  • AvalonBay Communities Inc
    3%
  • Ferguson Plc Ord
    2.9%
  • Home Depot Inc
    2.9%
Free Resource

Click Here to View Top 10 Holdings

Learn More About in NoorVest Fact Sheet

Investing Strategies

At NoorVest, we offer flat-fee pricing tiers designed to embody the ethos of halal wealth management to allow you to maximize the potential of your wealth. All our plans includes the following perks.
Core Equity Startegy
  • check-icon
    The strategy provides broad exposure to companies across the entire U.S. market- cap spectrum
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. All Cap Broad Market

Portfolio Highlights

Core Equity
Free Resource

Click Here to View Top 10 Holdings

Learn More About Core Equity Strategy in NoorVest Fact Sheet
Mega Strategy
  • check-icon
    The strategy provides exposure to the 200 largest U.S. public
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Mega Cap

Portfolio Highlights

Mega
Free Resource

Click Here to View Top 10 Holdings

Learn More About Mega Strategy in NoorVest Fact Sheet
Tech Leaders Strategy
  • check-icon
    The strategy provides broad exposure to largest companies trading on the NASDAQ exchange
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
NASDAQ 100

Portfolio Highlights

Tech
Free Resource

Click Here to View Top 10 Holdings

Learn More About Tech Leaders Strategy in NoorVest Fact Sheet
Growth Strategy
  • check-icon
    The strategy provides broad exposure to U.S. mid-and-large capitalization companies that exhibit attractive growth characteristics relative to the market
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Large Cap Growth

Portfolio Highlights

GrowthCanva
Free Resource

Click Here to View Top 10 Holdings

Learn More About Growth Strategy in NoorVest Fact Sheet
Equity Income Strategy
  • check-icon
    The strategy provides exposure to quality stocks that generate high dividend yields and also score favorably on environmental, social and governance ratings
  • check-icon
    The investment process uses an optimization approach to replicate the target strategy while also offering Halal compliance, customization around legacy holdings, capital gain budgets, ESG/SRI preferences, and other personal preferences
  • check-icon
    The strategy provides ongoing proactive tax loss harvesting and tax management
Click Here To Download PDF
U.S. Dividend Income ESG

Portfolio Highlights

Cycle
Free Resource

Click Here to View Top 10 Holdings

Learn More About Equity Income Strategy in NoorVest Fact Sheet

Experienced OCIO Custom Indexing Team

team-new-shadow-1
Andrew Rosenberger
CFA

Andrew is Head of Custom Indexing at Orion. He oversees the management and monitoring of all investments under Orion’s Custom Indexing team.

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Frank
Frank Nickel
CFA

Frank Nickel is Head of Disciplined Equity at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.

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team-new-shadow-3
Thomas LaBarbera
CFA

Thomas J. LaBarbera, is a Quantitative Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions.

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team-new-shadow-4
Jamie Ryan
CFA

Jamie Susanin, CFA is a Senior Portfolio Manager – Custom Indexing at Brinker Capital Investments, an Orion company.

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team-new-shadow-5
Nick Boylan

Nick Boylan is a portfolio manager at Brinker Capital Investments, an Orion Company.

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team-new-shadow-6
Chris Malsam

Chris Malsam is a quantitative portfolio manager at Orion Advisor Solutions.

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team new member - img
Chad Fox

Chad Fox is an Investment Strategist at Orion Advisor Solutions.

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