A complete list of active advisors currently associated with Halal Alpha

Warmer can help you find a great advisor at Halal Alpha or one who fits your needs even better.

Halal Alpha is registered as an investment manager focused on pooled vehicles and institutional accounts and provides discretionary portfolio management, tailored financial planning, and a subscription securities‑rating service. Its portfolio services include creating investment policy statements and ongoing monitoring to align portfolios with clients’ stated objectives and constraints. The firm follows a values‑based investment approach that emphasizes equities and non‑U.S. securities while excluding industries and interest‑bearing instruments inconsistent with halal principles, and it employs fundamental and quantitative analysis with a long‑term trading orientation. Halal Alpha typically seeks discretionary authority to implement allocations and documents client restrictions and risk tolerances in written investment policies. Distinctive aspects include a paid subscription securities‑rating product and an hourly‑billed financial planning offering, features that are uncommon among peers in this category, and the firm also accepts performance‑based arrangements for qualified accounts. The firm was recently formed and reported no assets under management at the time of its brochure filing, a factor prospective institutional clients may consider when assessing operational scale.

To learn more about the advisors currently working at Halal Alpha, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.