A complete list of active advisors currently associated with Noorvest

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

NoorVest is a small, fee-based investment adviser that works primarily with individual and high-net-worth clients as well as trusts, estates, and other entities, offering discretionary and non-discretionary asset management alongside comprehensive and ongoing financial planning. The firm also manages held-away participant accounts for workplace plans and uses third‑party platforms to implement and monitor those strategies. The firm specializes in Halal‑compliant investing and integrates third‑party Sharia screening tools and AAOIFI-style financial ratios into its selection process, excluding companies with more than 5% revenue from prohibited activities and avoiding margin, short selling, speculative hedging, and options. NoorVest may hire sub‑advisors, monitors holdings for ongoing compliance with its Halal screens, and operates tactical SMA portfolios that can hold elevated cash positions driven by proprietary macroeconomic models. Compared with many peers, NoorVest charges flat‑rate membership packages rather than a traditional percentage‑of‑assets fee and collects fees in arrears under that structure. The brochure also highlights the firm’s use of proprietary models (e.g., MacroCast® and MicroCast®) to inform its SMA Tactical Portfolios and to illustrate model‑driven allocations, and the firm uses platforms such as Orion and Pontera when managing held‑away assets and participant accounts.

To learn more about the advisors currently working at Noorvest, 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.