Nabata Investment Group, LLC

Nabata Investment Group, LLC provides tailored investment advisory and financial planning services to individual and high‑net‑worth clients, offering ongoing discretionary portfolio management as well as stand‑alone financial planning engagements. The firm serves a small, primarily individual client base and manages client assets on a discretionary basis.

The firm develops investment policy statements and implements portfolios using fundamental, technical, and cyclical analysis, employing both long‑ and short‑term strategies across mutual funds, ETFs, individual bonds, and listed equities; clients may impose written investment restrictions that are incorporated into their IPS. Nabata also offers faith‑based and values‑aligned screening and community impact investing options, and typically requires clients to use an independent custodian for custody and trade execution.

What is distinctive about the firm is its explicit focus on faith‑based investing and Islamic finance conventions—its managing principal has formal study in Islamic finance and the firm applies AAOIFI‑style screening and values filters that can materially narrow the investable universe. Other notable features include a sole‑advisor structure with a small client roster that results in direct advisor involvement, no participation in wrap‑fee programs, and a stated continuity approach that contemplates contract termination and client transfers if the firm cannot continue.